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IYJ icon

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 $1.66T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return