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

Atticus 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
-409
Closed -$58.2K – 421
2025
Q2 		$58.2K Sell
409
-28
-6% -$3.73K 0.02% 301
2025
Q1 		$56.9K Sell
437
-57
-12% -$7.73K 0.02% 221
2024
Q4 		$66K Hold
494
– – 0.02% 216
2024
Q3 		$66K Buy
494
+181
+58% +$22.8K 0.02% 218
2024
Q2 		$37.4K Hold
313
– – 0.01% 263
2024
Q1 		$39.4K Hold
313
– – 0.01% 267
2023
Q4 		$35.8K Buy
313
+2
+0.6% +$209 0.01% 272
2023
Q3 		$31.4K Sell
311
-300
-49% -$31.9K 0.01% 294
2023
Q2 		$64.8K Buy
611
+1
+0.2% +$100 0.02% 230
2023
Q1 		$61.1K Buy
610
+1
+0.2% +$100 0.02% 228
2022
Q4 		$58.8K Buy
609
+2
+0.3% +$189 0.02% 234
2022
Q3 		$54K Hold
607
– – 0.03% 225
2022
Q2 		$54K Hold
607
– – 0.02% 245
2022
Q1 		$64K Buy
607
+1
+0.2% +$106 0.02% 227
2021
Q4 		$68K Buy
606
+2
+0.3% +$222 0.03% 196
2021
Q3 		$65K Hold
604
– – 0.03% 207
2021
Q2 		$67K Buy
604
+151
+33% +$16.7K 0.03% 204
2021
Q1 		$48K Buy
453
+150
+50% +$15.1K 0.02% 215
2020
Q4 		$29K Sell
303
-1
-0.3% -$91 0.01% 243
2020
Q3 		$25K Buy
304
+2
+0.7% +$163 0.01% 215
2020
Q2 		$23K Buy
302
+2
+0.7% +$140 0.02% 200
2020
Q1 		$19K Hold
300
– – 0.02% 203
2019
Q4 		$25K Buy
+300
New +$24.5K 0.02% 209

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

Atticus Wealth Management's IYJ Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 409 shares — an estimated $58.2K sold.

Atticus Wealth Management first reported a position in IYJ in Q4 2019 and held it in 23 quarters. The position peaked at $68K in Q4 2021. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 409 iShares US Industrials ETF shares in Q3 2025, an estimated $58.2K.
  • Atticus Wealth Management first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's iShares US Industrials ETF position peaked at $68K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.