Whitener Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-300	Closed	-$23K	–	282
2019 Q3	$23K	Hold	300	–	–	0.01%	287
2019 Q2	$23K	Hold	300	–	–	0.01%	282
2019 Q1	$22K	Hold	300	–	–	0.01%	279
2018 Q4	$19K	Hold	300	–	–	0.01%	265
2018 Q3	$23K	Buy	+300	New	+$22.8K	0.02%	268
2018 Q2	–	Sell	-300	Closed	-$21K	–	261
2018 Q1	$21K	Hold	300	–	–	0.02%	271
2017 Q4	$22K	Buy	+300	New	+$21.4K	0.02%	248

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FWCM

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

Whitener Capital Management's IYJ Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares US Industrials ETF (IYJ) in Q4 2019, closing a stake of 300 shares — an estimated $23K sold.

Whitener Capital Management first reported a position in IYJ in Q4 2017 and held it in 7 quarters. The position peaked at $23K in Q3 2019. 190 funds tracked by Wall St. Rank hold IYJ as of Q4 2019.

Whitener Capital Management reported no remaining iShares US Industrials ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 300 iShares US Industrials ETF shares in Q4 2019, an estimated $23K.
Whitener Capital Management first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares US Industrials ETF position peaked at $23K in Q3 2019.
190 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.