AEPWM
IYJ icon

Atlantic Edge Private Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Atlantic Edge Private 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
2026
Q1 		$161K Sell
1,090
-10
-0.9% -$1.55K 0.04% 146
2025
Q4 		$163K Sell
1,100
-240
-18% -$35.1K 0.04% 141
2025
Q3 		$195K Hold
1,340
– – 0.05% 134
2025
Q2 		$191K Hold
1,340
– – 0.05% 133
2025
Q1 		$174K Hold
1,340
– – 0.05% 129
2024
Q4 		$179K Hold
1,340
– – 0.06% 132
2024
Q3 		$179K Hold
1,340
– – 0.05% 133
2024
Q2 		$160K Sell
1,340
-65
-5% -$7.92K 0.05% 135
2024
Q1 		$177K Sell
1,405
-145
-9% -$17.1K 0.06% 131
2023
Q4 		$177K Buy
+1,550
New +$162K 0.07% 127

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $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