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Atala Financial’s iShares US Industrials ETF IYJ Stock Holding History

Atala Financial’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
Q2 		– Sell
-24
Closed -$3.12K – 293
2025
Q1 		$3.12K Hold
24
– – ﹤0.01% 431
2024
Q4 		$3.2K Buy
+24
New +$3.3K ﹤0.01% 431

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

Atala Financial's IYJ Position: Q2 2025 in Review

Atala Financial sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 24 shares — an estimated $3.12K sold.

Atala Financial first reported a position in IYJ in Q4 2024 and held it in 2 quarters. The position peaked at $3.2K in Q4 2024. 319 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • Atala Financial reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 24 iShares US Industrials ETF shares in Q2 2025, an estimated $3.12K.
  • Atala Financial first reported a position in iShares US Industrials ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares US Industrials ETF position peaked at $3.2K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.