John Overdeck’s iShares US Industrials ETF IYJ Stock Holding History

John Overdeck’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,400	Closed	-$541K	–	3135
2023 Q1	$541K	Buy	+5,400	New	+$540K	﹤0.01%	2167
2022 Q3	–	Sell	-4,700	Closed	-$414K	–	2635
2022 Q2	$414K	Buy	+4,700	New	+$452K	﹤0.01%	1891

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

John Overdeck's IYJ Position: Q2 2023 in Review

John Overdeck sold out of iShares US Industrials ETF (IYJ) in Q2 2023, closing a stake of 5,400 shares — an estimated $541K sold.

John Overdeck first reported a position in IYJ in Q2 2022 and held it in 2 quarters. The position peaked at $541K in Q1 2023. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

John Overdeck reported no remaining iShares US Industrials ETF position as of Q2 2023 after selling out during the quarter.
John Overdeck sold 5,400 iShares US Industrials ETF shares in Q2 2023, an estimated $541K.
John Overdeck first reported a position in iShares US Industrials ETF in Q2 2022 and held it in 2 quarters.
John Overdeck's iShares US Industrials ETF position peaked at $541K in Q1 2023.
264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on Two Sigma Investments's 13F filing for Q2 2023, filed 14 Aug 2023.