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Okabena Investment Services’s iShares US Industrials ETF IYJ Stock Holding History

Okabena Investment Services’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
-87
Closed -$8.71K – 192
2023
Q1 		$8.71K Buy
+87
New +$8.7K 0.01% 111

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Okabena Investment Services's IYJ Position: Q2 2023 in Review

Okabena Investment Services sold out of iShares US Industrials ETF (IYJ) in Q2 2023, closing a stake of 87 shares — an estimated $8.71K sold.

Okabena Investment Services first reported a position in IYJ in Q1 2023 and held it in 1 quarter. The position peaked at $8.71K in Q1 2023. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

  • Okabena Investment Services reported no remaining iShares US Industrials ETF position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 87 iShares US Industrials ETF shares in Q2 2023, an estimated $8.71K.
  • Okabena Investment Services first reported a position in iShares US Industrials ETF in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's iShares US Industrials ETF position peaked at $8.71K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.