Avantax Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Avantax Advisory Services’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	$480K	Buy	3,372 +191	+6%	+$25.4K	﹤0.01%	1606
2025 Q1	$414K	Buy	3,181 +545	+21%	+$73.9K	﹤0.01%	1634
2024 Q4	$352K	Buy	2,636 +780	+42%	+$107K	﹤0.01%	1676
2024 Q3	$248K	Buy	+1,856	New	+$233K	﹤0.01%	1884
2024 Q2	–	Sell	-1,596	Closed	-$201K	–	2103
2024 Q1	$201K	Sell	1,596 -392	-20%	-$46.3K	﹤0.01%	1543
2023 Q4	$227K	Sell	1,988 -7,332	-79%	-$767K	﹤0.01%	1401
2023 Q3	$940K	Buy	9,320 +130	+1%	+$13.8K	0.01%	716
2023 Q2	$974K	Sell	9,190 -1,643	-15%	-$164K	0.01%	687
2023 Q1	$1.09M	Sell	10,833 -288	-3%	-$28.8K	0.01%	643
2022 Q4	$1.07M	Buy	11,121 +2,156	+24%	+$203K	0.01%	621
2022 Q3	$751K	Buy	+8,965	New	+$840K	0.01%	642
2022 Q2	–	Sell	-3,116	Closed	-$328K	–	1348
2022 Q1	$328K	Sell	3,116 -279	-8%	-$29.4K	﹤0.01%	957
2021 Q4	$383K	Sell	3,395 -241	-7%	-$26.7K	0.01%	860
2021 Q3	$389K	Buy	3,636 +661	+22%	+$74.2K	0.01%	813
2021 Q2	$332K	Buy	+2,975	New	+$328K	0.01%	862
2020 Q4	–	Sell	-2,958	Closed	-$249K	–	1146
2020 Q3	$249K	Buy	+2,958	New	+$241K	﹤0.01%	1111

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Avantax Advisory Services's IYJ Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Industrials ETF (IYJ) stake by 6% in Q2 2025, buying an estimated $25.4K and bringing the position to 3,372 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Avantax Advisory Services first reported a position in IYJ in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.09M in Q1 2023. 317 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

Avantax Advisory Services held 3,372 shares of iShares US Industrials ETF worth $480K as of Q2 2025.
Avantax Advisory Services bought 191 iShares US Industrials ETF shares in Q2 2025, an estimated $25.4K.
iShares US Industrials ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1606 holding.
Avantax Advisory Services first reported a position in iShares US Industrials ETF in Q3 2020 and has held it in 16 quarters since.
Avantax Advisory Services's iShares US Industrials ETF position peaked at $1.09M in Q1 2023.
317 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.