EWG Elevate’s iShares US Industrials ETF IYJ Stock Holding History

EWG Elevate’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 Q3	–	Sell	-13,118	Closed	-$1.87M	–	146
2025 Q2	$1.87M	Buy	+13,118	New	+$1.75M	0.58%	52
2025 Q1	–	Sell	-12,383	Closed	-$1.65M	–	143
2024 Q4	$1.65M	Buy	+12,383	New	+$1.7M	0.5%	52
2024 Q3	–	Sell	-15,534	Closed	-$1.86M	–	126
2024 Q2	$1.86M	Buy	+15,534	New	+$1.89M	0.68%	49

Other funds holding IYJ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate's IYJ Position: Q3 2025 in Review

EWG Elevate sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 13,118 shares — an estimated $1.87M sold.

EWG Elevate first reported a position in IYJ in Q2 2024 and held it in 3 quarters. The position peaked at $1.87M in Q2 2025. 299 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

EWG Elevate reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 13,118 iShares US Industrials ETF shares in Q3 2025, an estimated $1.87M.
EWG Elevate first reported a position in iShares US Industrials ETF in Q2 2024 and held it in 3 quarters.
EWG Elevate's iShares US Industrials ETF position peaked at $1.87M in Q2 2025.
299 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.