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Concourse Financial Group Securities’s iShares US Industrials ETF IYJ Stock Holding History

Concourse Financial Group Securities’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
-2,149
Closed -$303K – 1099
2024
Q4 		$303K Buy
2,149
+43
+2% +$5.92K 0.02% 612
2024
Q3 		$282K Buy
2,106
+80
+4% +$10.1K 0.02% 607
2024
Q2 		$242K Hold
2,026
– – 0.02% 640
2024
Q1 		$255K Buy
2,026
+539
+36% +$63.7K 0.02% 608
2023
Q4 		$170K Hold
1,487
– – 0.01% 706
2023
Q3 		$150K Buy
1,487
+807
+119% +$85.7K 0.01% 711
2023
Q2 		$72.1K Buy
680
+70
+11% +$6.99K 0.01% 964
2023
Q1 		$61.1K Sell
610
-266
-30% -$26.6K ﹤0.01% 1018
2022
Q4 		$84.5K Buy
876
+348
+66% +$32.8K 0.01% 886
2022
Q3 		$44K Sell
528
-25
-5% -$2.34K ﹤0.01% 991
2022
Q2 		$49K Buy
553
+128
+30% +$12.3K ﹤0.01% 1092
2022
Q1 		$45K Hold
425
– – ﹤0.01% 1181
2021
Q4 		$48K Buy
425
+5
+1% +$555 ﹤0.01% 1308
2021
Q3 		$45K Hold
420
– – ﹤0.01% 1358
2021
Q2 		$47K Hold
420
– – ﹤0.01% 1338
2021
Q1 		$44K Sell
420
-10
-2% -$1K ﹤0.01% 1268
2020
Q4 		$42K Sell
430
-230
-35% -$21K ﹤0.01% 1206
2020
Q3 		$55K Sell
660
-10
-1% -$813 ﹤0.01% 1022
2020
Q2 		$51K Hold
670
– – 0.01% 982
2020
Q1 		$42K Sell
670
-260
-28% -$20.3K ﹤0.01% 973
2019
Q4 		$78K Buy
930
+322
+53% +$26.3K 0.01% 785
2019
Q3 		$48K Sell
608
-1,070
-64% -$84.3K 0.01% 632
2019
Q2 		$133K Sell
1,678
-20
-1% -$1.55K 0.01% 593
2019
Q1 		$128K Sell
1,698
-2,426
-59% -$176K 0.01% 605
2018
Q4 		$265K Buy
4,124
+3,130
+315% +$220K 0.03% 366
2018
Q3 		$78K Buy
+994
New +$75.6K 0.02% 484

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Concourse Financial Group Securities's IYJ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 2,149 shares — an estimated $303K sold.

Concourse Financial Group Securities first reported a position in IYJ in Q3 2018 and held it in 26 quarters. The position peaked at $303K in Q4 2024. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,149 iShares US Industrials ETF shares in Q1 2025, an estimated $303K.
  • Concourse Financial Group Securities first reported a position in iShares US Industrials ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares US Industrials ETF position peaked at $303K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.