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

Avondale 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	-1,000	Closed	-$142K	–	94
2025 Q2	$142K	Hold	1,000	–	–	0.08%	64
2025 Q1	$130K	Hold	1,000	–	–	0.08%	56
2024 Q4	$134K	Buy	1,000 +500	+100%	+$68.8K	0.09%	55
2024 Q3	$66.8K	Sell	500 -500	-50%	-$62.9K	0.04%	76
2024 Q2	$119K	Buy	1,000 +500	+100%	+$60.9K	0.08%	60
2024 Q1	$62.9K	Hold	500	–	–	0.04%	78
2023 Q4	$57.2K	Hold	500	–	–	0.05%	76
2023 Q3	$50.4K	Sell	500 -500	-50%	-$53.1K	0.04%	80
2023 Q2	$106K	Hold	1,000	–	–	0.09%	61
2023 Q1	$100K	Hold	1,000	–	–	0.09%	61
2022 Q4	$96.5K	Hold	1,000	–	–	0.08%	51
2022 Q3	$84K	Hold	1,000	–	–	0.09%	58
2022 Q2	$88K	Buy	+1,000	New	+$96.1K	0.1%	50

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 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

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

Avondale Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 1,000 shares — an estimated $142K sold.

Avondale Wealth Management first reported a position in IYJ in Q2 2022 and held it in 13 quarters. The position peaked at $142K in Q2 2025. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

Avondale Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 1,000 iShares US Industrials ETF shares in Q3 2025, an estimated $142K.
Avondale Wealth Management first reported a position in iShares US Industrials ETF in Q2 2022 and held it in 13 quarters.
Avondale Wealth Management's iShares US Industrials ETF position peaked at $142K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.