Edmond de Rothschild Holding’s iShares US Industrials ETF IYJ Stock Holding History

Edmond de Rothschild Holding’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	-2,000	Closed	-$267K	–	606
2024 Q4	$267K	Sell	2,000 -1,000	-33%	-$138K	﹤0.01%	382
2024 Q3	$401K	Hold	3,000	–	–	0.01%	364
2024 Q2	$358K	Sell	3,000 -900	-23%	-$110K	0.01%	377
2024 Q1	$490K	Hold	3,900	–	–	0.01%	361
2023 Q4	$446K	Hold	3,900	–	–	0.01%	366
2023 Q3	$393K	Hold	3,900	–	–	0.01%	380
2023 Q2	$414K	Hold	3,900	–	–	0.01%	391
2023 Q1	$391K	Hold	3,900	–	–	0.01%	389
2022 Q4	$376K	Hold	3,900	–	–	0.01%	399
2022 Q3	$327K	Hold	3,900	–	–	0.01%	409
2022 Q2	$344K	Hold	3,900	–	–	0.01%	426
2022 Q1	$411K	Hold	3,900	–	–	0.01%	402
2021 Q4	$440K	Hold	3,900	–	–	0.01%	436
2021 Q3	$418K	Hold	3,900	–	–	0.01%	450
2021 Q2	$433K	Hold	3,900	–	–	0.01%	441
2021 Q1	$412K	Hold	3,900	–	–	0.01%	398
2020 Q4	$379K	Sell	3,900 -6,400	-62%	-$584K	0.01%	376
2020 Q3	$861K	Sell	10,300 -2,360	-19%	-$192K	0.03%	272
2020 Q2	$955K	Buy	12,660 +8,760	+225%	+$614K	0.04%	242
2020 Q1	$242K	Hold	3,900	–	–	0.01%	320
2019 Q4	$327K	Hold	3,900	–	–	0.01%	326
2019 Q3	$310K	Sell	3,900 -480	-11%	-$37.8K	0.01%	342
2019 Q2	$347K	Buy	4,380 +240	+6%	+$18.6K	0.01%	328
2019 Q1	$314K	Hold	4,140	–	–	0.01%	334
2018 Q4	$266K	Hold	4,140	–	–	0.01%	365
2018 Q3	$324K	Buy	4,140 +240	+6%	+$18.2K	0.01%	385
2018 Q2	$280K	Hold	3,900	–	–	0.01%	414
2018 Q1	$283K	Hold	3,900	–	–	0.01%	419
2017 Q4	$287K	Hold	3,900	–	–	0.01%	445
2017 Q3	$270K	Hold	3,900	–	–	0.01%	451
2017 Q2	$256K	Hold	3,900	–	–	0.01%	452
2017 Q1	$246K	Hold	3,900	–	–	0.01%	462
2016 Q4	$235K	Buy	+3,900	New	+$228K	0.01%	471

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

Edmond de Rothschild Holding's IYJ Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 2,000 shares — an estimated $267K sold.

Edmond de Rothschild Holding first reported a position in IYJ in Q4 2016 and held it in 33 quarters. The position peaked at $955K in Q2 2020. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

Edmond de Rothschild Holding reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,000 iShares US Industrials ETF shares in Q1 2025, an estimated $267K.
Edmond de Rothschild Holding first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 33 quarters.
Edmond de Rothschild Holding's iShares US Industrials ETF position peaked at $955K in Q2 2020.
307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.