B&D White Capital Company’s iShares US Industrials ETF IYJ Stock Holding History

B&D White Capital Company’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 Q1	–	Sell	-8,602	Closed	-$1.15M	–	64
2024 Q4	$1.15M	Buy	+8,602	New	+$1.18M	0.19%	40

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

B&D White Capital Company's IYJ Position: Q1 2025 in Review

B&D White Capital Company sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 8,602 shares — an estimated $1.15M sold.

B&D White Capital Company first reported a position in IYJ in Q4 2024 and held it in 1 quarter. The position peaked at $1.15M in Q4 2024. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

B&D White Capital Company reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
B&D White Capital Company sold 8,602 iShares US Industrials ETF shares in Q1 2025, an estimated $1.15M.
B&D White Capital Company first reported a position in iShares US Industrials ETF in Q4 2024 and held it in 1 quarter.
B&D White Capital Company's iShares US Industrials ETF position peaked at $1.15M in Q4 2024.
307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.