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B. Riley Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-2,170
Closed -$282K – 1225
2025
Q1 		$282K Sell
2,170
-624
-22% -$84.6K 0.01% 998
2024
Q4 		$373K Buy
2,794
+1,070
+62% +$147K 0.01% 788
2024
Q3 		$230K Buy
1,724
+40
+2% +$5.03K 0.01% 1075
2024
Q2 		$201K Buy
+1,684
New +$205K 0.01% 1239
2024
Q1 		– Sell
-1,809
Closed -$207K – 1490
2023
Q4 		$207K Buy
+1,809
New +$189K 0.01% 1244
2015
Q1 		– Sell
-10,618
Closed -$566K – 1284
2014
Q4 		$566K Sell
10,618
-450
-4% -$23.4K 0.01% 875
2014
Q3 		$560K Buy
11,068
+6,162
+126% +$316K 0.15% 181
2014
Q2 		$254K Sell
4,906
-98
-2% -$5K 0.06% 372
2014
Q1 		$252K Sell
5,004
-422
-8% -$21K 0.08% 309
2013
Q4 		$275K Buy
5,426
+172
+3% +$8.21K 0.09% 261
2013
Q3 		$238K Sell
5,254
-158
-3% -$6.97K 0.08% 282
2013
Q2 		$224K Buy
+5,412
New +$224K 0.08% 291

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

B. Riley Wealth Advisors's IYJ Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 2,170 shares — an estimated $282K sold.

B. Riley Wealth Advisors first reported a position in IYJ in Q2 2013 and held it in 12 quarters. The position peaked at $566K in Q4 2014. 319 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,170 iShares US Industrials ETF shares in Q2 2025, an estimated $282K.
  • B. Riley Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 12 quarters.
  • B. Riley Wealth Advisors's iShares US Industrials ETF position peaked at $566K in Q4 2014.
  • 319 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.