CreativeOne Wealth’s iShares US Industrials ETF IYJ Stock Holding History

CreativeOne Wealth’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	$569K	Buy	3,857 +1,392	+56%	+$215K	0.01%	757
2025 Q4	$365K	Buy	2,465 +824	+50%	+$120K	0.01%	883
2025 Q3	$239K	Buy	1,641 +80	+5%	+$11.6K	0.01%	1039
2025 Q2	$222K	Sell	1,561 -1,882	-55%	-$251K	0.01%	1025
2025 Q1	$448K	Buy	3,443 +75	+2%	+$10.2K	0.01%	716
2024 Q4	$450K	Buy	3,368 +17	+0.5%	+$2.34K	0.01%	727
2024 Q3	$448K	Buy	+3,351	New	+$421K	0.02%	664
2024 Q2	–	Sell	-2,473	Closed	-$311K	–	853
2024 Q1	$311K	Buy	+2,473	New	+$292K	0.01%	710
2021 Q2	–	Sell	-2,887	Closed	-$305K	–	685
2021 Q1	$305K	Buy	2,887 +533	+23%	+$53.5K	0.02%	443
2020 Q4	$229K	Buy	+2,354	New	+$215K	0.02%	450

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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