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GeoWealth Management’s iShares US Industrials ETF IYJ Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-1
Closed -$77 – 1453
2024
Q4 		$77 Hold
1
– – ﹤0.01% 1772
2024
Q3 		$76 Buy
+1
New +$126 ﹤0.01% 1672

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GeoWealth Management's IYJ Position: Q1 2025 in Review

GeoWealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 1 share — an estimated $77 sold.

GeoWealth Management first reported a position in IYJ in Q3 2024 and held it in 2 quarters. The position peaked at $77 in Q4 2024. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

  • GeoWealth Management reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1 iShares US Industrials ETF share in Q1 2025, an estimated $77.
  • GeoWealth Management first reported a position in iShares US Industrials ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's iShares US Industrials ETF position peaked at $77 in Q4 2024.
  • 307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.