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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WESPAC Advisors SoCal's IYJ Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares US Industrials ETF (IYJ) in Q2 2019, closing a stake of 200 shares — an estimated $15K sold.

WESPAC Advisors SoCal first reported a position in IYJ in Q4 2015 and held it in 11 quarters. The position peaked at $15K in Q1 2019. 162 funds tracked by Wall St. Rank hold IYJ as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares US Industrials ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 200 iShares US Industrials ETF shares in Q2 2019, an estimated $15K.
WESPAC Advisors SoCal first reported a position in iShares US Industrials ETF in Q4 2015 and held it in 11 quarters.
WESPAC Advisors SoCal's iShares US Industrials ETF position peaked at $15K in Q1 2019.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.