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Reilly Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Reilly Financial Advisors’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
2015
Q2 		– Sell
-230
Closed -$12K – 1393
2015
Q1 		$12K Sell
230
-120
-34% -$6.43K ﹤0.01% 803
2014
Q4 		$19K Hold
350
– – ﹤0.01% 407
2014
Q3 		$18K Sell
350
-140
-29% -$7.19K ﹤0.01% 418
2014
Q2 		$26K Hold
490
– – 0.01% 361
2014
Q1 		$25K Sell
490
-324
-40% -$16.1K 0.01% 385
2013
Q4 		$41K Buy
814
+376
+86% +$17.9K 0.01% 276
2013
Q3 		$20K Hold
438
– – 0.01% 345
2013
Q2 		$18K Buy
+438
New +$18.1K 0.01% 358

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return