NWAM LLC’s iShares US Industrials ETF IYJ Stock Holding History

NWAM LLC’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
2021 Q2	–	Sell	-2,136	Closed	-$226K	–	496
2021 Q1	$226K	Buy	+2,136	New	+$214K	0.02%	437

Other funds holding IYJ

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NWAM LLC's IYJ Position: Q2 2021 in Review

NWAM LLC sold out of iShares US Industrials ETF (IYJ) in Q2 2021, closing a stake of 2,136 shares — an estimated $226K sold.

NWAM LLC first reported a position in IYJ in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 245 funds tracked by Wall St. Rank hold IYJ as of Q2 2021.

NWAM LLC reported no remaining iShares US Industrials ETF position as of Q2 2021 after selling out during the quarter.
NWAM LLC sold 2,136 iShares US Industrials ETF shares in Q2 2021, an estimated $226K.
NWAM LLC first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 1 quarter.
NWAM LLC's iShares US Industrials ETF position peaked at $226K in Q1 2021.
245 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2021.

Based on NWAM LLC's 13F filing for Q2 2021, filed 4 Aug 2021.