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EP Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

EP Wealth Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Buy
1,719
+372
+28% +$52.9K ﹤0.01% 1138
2025
Q1 		$175K Hold
1,347
– – ﹤0.01% 1164
2024
Q4 		$180K Buy
+1,347
New +$180K ﹤0.01% 1108