Fountainhead AM’s iShares US Industrials ETF IYJ Stock Holding History

Fountainhead AM’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	-3,753	Closed	-$547K	–	206
2025 Q3	$547K	Buy	3,753 +6	+0.2%	+$869	0.07%	108
2025 Q2	$533K	Buy	+3,747	New	+$499K	0.08%	107

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Fountainhead AM's IYJ Position: Q4 2025 in Review

Fountainhead AM sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 3,753 shares — an estimated $547K sold.

Fountainhead AM first reported a position in IYJ in Q2 2025 and held it in 2 quarters. The position peaked at $547K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

Fountainhead AM reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 3,753 iShares US Industrials ETF shares in Q4 2025, an estimated $547K.
Fountainhead AM first reported a position in iShares US Industrials ETF in Q2 2025 and held it in 2 quarters.
Fountainhead AM's iShares US Industrials ETF position peaked at $547K in Q3 2025.
321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.