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Finley Financial’s iShares US Industrials ETF IYJ Stock Holding History

Finley Financial’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
Q4 		– Sell
-255
Closed -$37.2K – 115
2025
Q3 		$37.2K Hold
255
– – 0.02% 104
2025
Q2 		$36.3K Hold
255
– – 0.02% 104
2025
Q1 		$32.7K Hold
255
– – 0.02% 102
2024
Q4 		$34.8K Buy
+255
New +$35.1K 0.02% 103

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Finley Financial's IYJ Position: Q4 2025 in Review

Finley Financial sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 255 shares — an estimated $37.2K sold.

Finley Financial first reported a position in IYJ in Q4 2024 and held it in 4 quarters. The position peaked at $37.2K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

  • Finley Financial reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Finley Financial sold 255 iShares US Industrials ETF shares in Q4 2025, an estimated $37.2K.
  • Finley Financial first reported a position in iShares US Industrials ETF in Q4 2024 and held it in 4 quarters.
  • Finley Financial's iShares US Industrials ETF position peaked at $37.2K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Finley Financial's 13F filing for Q4 2025, filed 21 Jan 2026.