O'Dell Group’s iShares US Industrials ETF IYJ Stock Holding History

O'Dell Group’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
2024 Q1	–	Sell	-1,313	Closed	-$150K	–	288
2023 Q4	$150K	Buy	+1,313	New	+$137K	0.04%	107
2023 Q3	–	Sell	-1,308	Closed	-$139K	–	276
2023 Q2	$139K	Buy	+1,308	New	+$131K	0.04%	101
2023 Q1	–	Sell	-2,526	Closed	-$244K	–	75
2022 Q4	$244K	Buy	+2,526	New	+$238K	0.09%	61

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

PFS

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

O'Dell Group's IYJ Position: Q1 2024 in Review

O'Dell Group sold out of iShares US Industrials ETF (IYJ) in Q1 2024, closing a stake of 1,313 shares — an estimated $150K sold.

O'Dell Group first reported a position in IYJ in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q4 2022. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

O'Dell Group reported no remaining iShares US Industrials ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 1,313 iShares US Industrials ETF shares in Q1 2024, an estimated $150K.
O'Dell Group first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 3 quarters.
O'Dell Group's iShares US Industrials ETF position peaked at $244K in Q4 2022.
303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.