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IYJ icon

Occidental Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Occidental Asset Management’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
2022
Q2 		– Sell
-3,820
Closed -$403K – 188
2022
Q1 		$403K Sell
3,820
-272
-7% -$28.7K 0.1% 141
2021
Q4 		$461K Buy
4,092
+377
+10% +$41.8K 0.11% 146
2021
Q3 		$398K Buy
3,715
+313
+9% +$35.1K 0.1% 156
2021
Q2 		$378K Buy
3,402
+1,367
+67% +$151K 0.1% 158
2021
Q1 		$215K Buy
+2,035
New +$204K 0.06% 175

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return