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Fortis Group Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Fortis Group Advisors’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 		$11.8K Hold
80
– – ﹤0.01% 372
2025
Q4 		$11.9K Hold
80
– – ﹤0.01% 371
2025
Q3 		$11.7K Hold
80
– – ﹤0.01% 330
2025
Q2 		$11.4K Hold
80
– – ﹤0.01% 325
2025
Q1 		$10.4K Sell
80
-80
-50% -$10.8K ﹤0.01% 297
2024
Q4 		$21.4K Hold
160
– – ﹤0.01% 253
2024
Q3 		$21.4K Hold
160
– – ﹤0.01% 239
2024
Q2 		$19.1K Hold
160
– – ﹤0.01% 240
2024
Q1 		$20.1K Sell
160
-160
-50% -$18.9K ﹤0.01% 259
2023
Q4 		$36.6K Buy
320
+160
+100% +$16.7K 0.01% 186
2023
Q3 		$16.1K Buy
+160
New +$17K ﹤0.01% 190
2020
Q3 		$13K Buy
+160
New +$13K ﹤0.01% 268

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