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 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Occidental Asset Management's IYJ Position: Q2 2022 in Review

Occidental Asset Management sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 3,820 shares — an estimated $403K sold.

Occidental Asset Management first reported a position in IYJ in Q1 2021 and held it in 5 quarters. The position peaked at $461K in Q4 2021. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Occidental Asset Management reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
Occidental Asset Management sold 3,820 iShares US Industrials ETF shares in Q2 2022, an estimated $403K.
Occidental Asset Management first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 5 quarters.
Occidental Asset Management's iShares US Industrials ETF position peaked at $461K in Q4 2021.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Occidental Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.