Benjamin Edwards Inc’s iShares US Industrials ETF IYJ Stock Holding History

Benjamin Edwards Inc’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	-2,630	Closed	-$374K	–	1321
2025 Q2	$374K	Buy	2,630 +389	+17%	+$51.8K	﹤0.01%	937
2025 Q1	$292K	Sell	2,241 -925	-29%	-$125K	﹤0.01%	939
2024 Q4	$423K	Buy	3,166 +103	+3%	+$14.2K	0.01%	876
2024 Q3	$409K	Buy	3,063 +2,665	+670%	+$335K	0.01%	860
2024 Q2	$48K	Hold	398	–	–	0.01%	505
2024 Q1	$50K	Buy	398 +1	+0.3%	+$118	0.01%	481
2023 Q4	$45K	Buy	397 +3	+0.8%	+$314	0.01%	477
2023 Q3	$40K	Hold	394	–	–	0.01%	473
2023 Q2	$42K	Buy	394 +1	+0.3%	+$100	0.01%	476
2023 Q1	$39K	Buy	393 +1	+0.3%	+$100	0.01%	485
2022 Q4	$38K	Buy	392 +1	+0.3%	+$94	0.01%	437
2022 Q3	$33K	Buy	391 +1	+0.3%	+$94	0.01%	451
2022 Q2	$34K	Buy	390 +1	+0.3%	+$96	0.01%	465
2022 Q1	$41K	Buy	389 +1	+0.3%	+$106	0.01%	470
2021 Q4	$44K	Buy	+388	New	+$43K	0.01%	431

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

Benjamin Edwards Inc's IYJ Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 2,630 shares — an estimated $374K sold.

Benjamin Edwards Inc first reported a position in IYJ in Q4 2021 and held it in 15 quarters. The position peaked at $423K in Q4 2024. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

Benjamin Edwards Inc reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 2,630 iShares US Industrials ETF shares in Q3 2025, an estimated $374K.
Benjamin Edwards Inc first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 15 quarters.
Benjamin Edwards Inc's iShares US Industrials ETF position peaked at $423K in Q4 2024.
301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.