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Alpine Bank Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Alpine Bank Wealth 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
2025
Q3 		– Sell
-220
Closed -$31.3K – 436
2025
Q2 		$31.3K Hold
220
– – ﹤0.01% 269
2025
Q1 		$28.6K Buy
+220
New +$29.8K ﹤0.01% 277
2024
Q3 		$29.4K Buy
+220
New +$27.7K ﹤0.01% 319

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alpine Bank Wealth Management's IYJ Position: Q3 2025 in Review

Alpine Bank Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 220 shares — an estimated $31.3K sold.

Alpine Bank Wealth Management first reported a position in IYJ in Q3 2024 and held it in 3 quarters. The position peaked at $31.3K in Q2 2025. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

  • Alpine Bank Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 220 iShares US Industrials ETF shares in Q3 2025, an estimated $31.3K.
  • Alpine Bank Wealth Management first reported a position in iShares US Industrials ETF in Q3 2024 and held it in 3 quarters.
  • Alpine Bank Wealth Management's iShares US Industrials ETF position peaked at $31.3K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.