CIA
IYJ icon

Concurrent Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Concurrent Investment 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
2026
Q1 		$373K Sell
2,528
-22
-0.9% -$3.4K ﹤0.01% 1369
2025
Q4 		$378K Buy
2,550
+656
+35% +$95.8K ﹤0.01% 1273
2025
Q3 		$276K Hold
1,894
– – ﹤0.01% 1185
2025
Q2 		$270K Sell
1,894
-76
-4% -$10.1K 0.01% 1113
2025
Q1 		$256K Buy
+1,970
New +$267K 0.01% 1003
2024
Q3 		– Sell
-40,520
Closed -$4.84M – 1122
2024
Q2 		$4.84M Buy
40,520
+314
+0.8% +$38.3K 0.16% 140
2024
Q1 		$5.05M Buy
40,206
+740
+2% +$87.4K 0.21% 114
2023
Q4 		$4.51M Buy
+39,466
New +$4.13M 0.21% 108

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return