Denver PWM’s iShares US Industrials ETF IYJ Stock Holding History

Denver PWM’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	-675	Closed	-$90.1K	–	158
2024 Q4	$90.1K	Buy	675 +2	+0.3%	+$275	0.03%	77
2024 Q3	$89.9K	Buy	673 +2	+0.3%	+$251	0.03%	81
2024 Q2	$80.2K	Buy	+671	New	+$81.8K	0.03%	101
2019 Q4	–	Sell	-636	Closed	-$50.2K	–	157
2019 Q3	$50.2K	Buy	+636	New	+$50.1K	0.03%	127

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Denver PWM's IYJ Position: Q1 2025 in Review

Denver PWM sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 675 shares — an estimated $90.1K sold.

Denver PWM first reported a position in IYJ in Q3 2019 and held it in 4 quarters. The position peaked at $90.1K in Q4 2024. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

Denver PWM reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 675 iShares US Industrials ETF shares in Q1 2025, an estimated $90.1K.
Denver PWM first reported a position in iShares US Industrials ETF in Q3 2019 and held it in 4 quarters.
Denver PWM's iShares US Industrials ETF position peaked at $90.1K in Q4 2024.
307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.