CIBC Private Wealth Group
IYJ icon

CIBC Private Wealth Group’s iShares US Industrials ETF IYJ Stock Holding History

CIBC Private Wealth Group’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
Q4 		$281K Hold
1,899
– – ﹤0.01% 1048
2025
Q3 		$277K Sell
1,899
-285
-13% -$41.3K ﹤0.01% 1042
2025
Q2 		$311K Buy
2,184
+85
+4% +$11.3K ﹤0.01% 965
2025
Q1 		$242K Sell
2,099
-1,000
-32% -$136K ﹤0.01% 1016
2024
Q4 		$415K Buy
3,099
+90
+3% +$12.4K ﹤0.01% 921
2024
Q3 		$402K Hold
3,009
– – ﹤0.01% 940
2024
Q2 		$359K Sell
3,009
-44
-1% -$5.36K ﹤0.01% 912
2024
Q1 		$380K Buy
3,053
+1,044
+52% +$123K ﹤0.01% 905
2023
Q4 		$230K Buy
+2,009
New +$210K ﹤0.01% 1021
2018
Q3 		– Sell
-450
Closed -$32K – 1335
2018
Q2 		$32K Hold
450
– – ﹤0.01% 1285
2018
Q1 		$33K Hold
450
– – ﹤0.01% 1262
2017
Q4 		$33K Buy
+450
New +$32.1K ﹤0.01% 1291

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return