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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

WFG Advisors's IYJ Position: Q2 2015 in Review

WFG Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2015, closing a stake of 404 shares — an estimated $22K sold.

WFG Advisors first reported a position in IYJ in Q2 2013 and held it in 8 quarters. The position peaked at $5.69M in Q4 2013. 98 funds tracked by Wall St. Rank hold IYJ as of Q2 2015.

WFG Advisors reported no remaining iShares US Industrials ETF position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 404 iShares US Industrials ETF shares in Q2 2015, an estimated $22K.
WFG Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 8 quarters.
WFG Advisors's iShares US Industrials ETF position peaked at $5.69M in Q4 2013.
98 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.