Atria Wealth Solutions’s iShares US Industrials ETF IYJ Stock Holding History

Atria Wealth Solutions’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	$245K	Buy	+1,723	New	+$230K	0.01%	1264
2024 Q3	–	Sell	-3,832	Closed	-$458K	–	1983
2024 Q2	$458K	Buy	3,832 +363	+10%	+$44.2K	0.01%	1286
2024 Q1	$436K	Buy	+3,469	New	+$410K	﹤0.01%	1329
2023 Q1	–	Sell	-2,958	Closed	-$285K	–	1911
2022 Q4	$285K	Buy	+2,958	New	+$279K	﹤0.01%	1393

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atria Wealth Solutions's IYJ Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in iShares US Industrials ETF (IYJ) in Q2 2025: 1,723 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in IYJ as recently as Q2 2024.

Atria Wealth Solutions first reported a position in IYJ in Q4 2022 and has held it in 4 quarters since. The position peaked at $458K in Q2 2024. 319 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

Atria Wealth Solutions held 1,723 shares of iShares US Industrials ETF worth $245K as of Q2 2025.
iShares US Industrials ETF was a new Atria Wealth Solutions position in Q2 2025.
iShares US Industrials ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1264 holding.
Atria Wealth Solutions first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 4 quarters since.
Atria Wealth Solutions's iShares US Industrials ETF position peaked at $458K in Q2 2024.
319 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.