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

Congress 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 		$827K Buy
5,811
+283
+5% +$37.7K 0.01% 759
2025
Q1 		$720K Buy
5,528
+106
+2% +$14.4K 0.01% 716
2024
Q4 		$724K Hold
5,422
– – 0.01% 570
2024
Q3 		$725K Sell
5,422
-58
-1% -$7.29K 0.01% 573
2024
Q2 		$655K Sell
5,480
-3,943
-42% -$480K 0.01% 497
2024
Q1 		$1.18M Sell
9,423
-302
-3% -$35.7K 0.02% 362
2023
Q4 		$1.11M Sell
9,725
-8
-0.1% -$837 0.02% 382
2023
Q3 		$982K Buy
9,733
+1,128
+13% +$120K 0.02% 375
2023
Q2 		$912K Sell
8,605
-261
-3% -$26.1K 0.02% 349
2023
Q1 		$888K Sell
8,866
-554
-6% -$55.4K 0.02% 354
2022
Q4 		$909K Sell
9,420
-451
-5% -$42.5K 0.02% 346
2022
Q3 		$827K Sell
9,871
-124
-1% -$11.6K 0.02% 347
2022
Q2 		$880K Sell
9,995
-473
-5% -$45.4K 0.02% 347
2022
Q1 		$1.1M Sell
10,468
-866
-8% -$91.4K 0.02% 339
2021
Q4 		$1.28M Buy
+11,334
New +$1.26M 0.03% 345

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

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

Congress Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 5.1% in Q2 2025, buying an estimated $37.7K and bringing the position to 5,811 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #759.

Congress Wealth Management first reported a position in IYJ in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2021. 319 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • Congress Wealth Management held 5,811 shares of iShares US Industrials ETF worth $827K as of Q2 2025.
  • Congress Wealth Management bought 283 iShares US Industrials ETF shares in Q2 2025, an estimated $37.7K.
  • iShares US Industrials ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #759 holding.
  • Congress Wealth Management first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares US Industrials ETF position peaked at $1.28M in Q4 2021.
  • 319 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.