WESPAC Advisors SoCal’s iShares US Industrials ETF IYJ Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-200	Closed	-$15K	–	193
2019 Q1	$15K	Buy	+200	New	+$14.5K	0.01%	199
2018 Q4	–	Hold	0	–	–	–	225
2018 Q3	–	Hold	0	–	–	–	212
2018 Q2	–	Sell	-200	Closed	-$14K	–	174
2018 Q1	$14K	Hold	200	–	–	0.01%	181
2017 Q4	$14K	Hold	200	–	–	0.01%	174
2017 Q3	$13K	Hold	200	–	–	0.01%	189
2017 Q2	$13K	Hold	200	–	–	0.01%	175
2017 Q1	$12.6K	Hold	200	–	–	0.01%	174
2016 Q4	$12.1K	Hold	200	–	–	0.01%	175
2016 Q3	$11.4K	Hold	200	–	–	0.01%	189
2016 Q2	$11K	Hold	200	–	–	0.01%	200
2016 Q1	$10.7K	Hold	200	–	–	0.01%	201
2015 Q4	$10K	Buy	+200	New	+$10.4K	0.01%	191

Other funds holding IYJ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return