Focus Partners Wealth
IYJ icon

Focus Partners Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$7.58M Buy
51,372
+38,498
+299% +$5.96M 0.01% 808
2025
Q4 		$1.91M Buy
12,874
+3,686
+40% +$539K ﹤0.01% 1342
2025
Q3 		$1.34M Buy
9,188
+587
+7% +$85K ﹤0.01% 1166
2025
Q2 		$1.22M Buy
8,601
+1,505
+21% +$201K ﹤0.01% 1060
2025
Q1 		$924K Sell
7,096
-1,444
-17% -$196K ﹤0.01% 1093
2024
Q4 		$1.14M Buy
8,540
+611
+8% +$84.1K ﹤0.01% 1013
2024
Q3 		$1.06M Buy
7,929
+1,620
+26% +$204K ﹤0.01% 929
2024
Q2 		$754K Buy
6,309
+11
+0.2% +$1.34K ﹤0.01% 862
2024
Q1 		$792K Buy
6,298
+9
+0.1% +$1.06K 0.01% 642
2023
Q4 		$719K Buy
+6,289
New +$658K 0.01% 512

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return