Arax Advisory Partners’s iShares US Industrials ETF IYJ Stock Holding History

Arax Advisory Partners’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
2026 Q1	$105K	Sell	710 -1,590	-69%	-$246K	﹤0.01%	1355
2025 Q4	$341K	Sell	2,300 -1,827	-44%	-$267K	0.01%	772
2025 Q3	$602K	Buy	4,127 +3,667	+797%	+$531K	0.01%	840
2025 Q2	$65.5K	Buy	+460	New	+$61.3K	﹤0.01%	1116
2022 Q1	–	Sell	-311	Closed	-$35K	–	1179
2021 Q4	$35K	Buy	311 +1	+0.3%	+$111	﹤0.01%	502
2021 Q3	$33K	Buy	+310	New	+$34.8K	﹤0.01%	499
2019 Q4	–	Sell	-400	Closed	-$32K	–	603
2019 Q3	$32K	Buy	+400	New	+$31.5K	0.01%	375

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return