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	–	284
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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

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

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

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