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

Centricity 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
Q2 		$32.7K Hold
230
– – 0.03% 212
2025
Q1 		$29.9K Buy
+230
New +$31.2K 0.03% 214

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

Centricity Wealth Management's IYJ Position: Q2 2025 in Review

Centricity Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2025 at 230 shares worth $32.7K. The position accounts for 0.03% of the portfolio, ranked #212.

Centricity Wealth Management first reported a position in IYJ in Q1 2025 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • Centricity Wealth Management held 230 shares of iShares US Industrials ETF worth $32.7K as of Q2 2025.
  • Centricity Wealth Management left its iShares US Industrials ETF share count unchanged in Q2 2025.
  • iShares US Industrials ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #212 holding.
  • Centricity Wealth Management first reported a position in iShares US Industrials ETF in Q1 2025 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.