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WFG Advisors’s iShares US Industrials ETF IYJ Stock Holding History

WFG 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
-404
Closed -$22K – 1736
2015
Q1 		$22K Sell
404
-4,858
-92% -$260K 0.01% 950
2014
Q4 		$280K Buy
5,262
+4,698
+833% +$244K 0.06% 347
2014
Q3 		$29K Sell
564
-448
-44% -$23K 0.01% 1135
2014
Q2 		$52K Sell
1,012
-446
-31% -$22.7K 0.01% 898
2014
Q1 		$73K Sell
1,458
-110,842
-99% -$5.52M 0.01% 757
2013
Q4 		$5.69M Buy
112,300
+6,330
+6% +$302K 0.81% 17
2013
Q3 		$4.8M Buy
105,970
+17,242
+19% +$760K 0.74% 21
2013
Q2 		$3.68M Buy
+88,728
New +$3.67M 0.61% 23

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