OWD
IYJ icon

Osborn Williams & Donohoe’s iShares US Industrials ETF IYJ Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		– Sell
-39,230
Closed -$3.29M – 286
2019
Q4 		$3.29M Sell
39,230
-17,904
-31% -$1.46M 0.33% 85
2019
Q3 		$4.54M Sell
57,134
-300
-0.5% -$23.6K 0.46% 61
2019
Q2 		$4.54M Buy
57,434
+5,100
+10% +$394K 0.47% 61
2019
Q1 		$4.05M Buy
+52,334
New +$3.79M 0.42% 67

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Osborn Williams & Donohoe's IYJ Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 39,230 shares — an estimated $3.29M sold.

Osborn Williams & Donohoe first reported a position in IYJ in Q1 2019 and held it in 4 quarters. The position peaked at $4.54M in Q2 2019. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

  • Osborn Williams & Donohoe reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 39,230 iShares US Industrials ETF shares in Q1 2020, an estimated $3.29M.
  • Osborn Williams & Donohoe first reported a position in iShares US Industrials ETF in Q1 2019 and held it in 4 quarters.
  • Osborn Williams & Donohoe's iShares US Industrials ETF position peaked at $4.54M in Q2 2019.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.