Global Financial Private Client’s iShares US Industrials ETF IYJ Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-160	Closed	-$20.8K	–	902
2025 Q1	$20.8K	Hold	160	–	–	0.01%	440
2024 Q4	$21.4K	Hold	160	–	–	0.01%	425
2024 Q3	$21.4K	Hold	160	–	–	0.01%	421
2024 Q2	$19.1K	Hold	160	–	–	0.01%	390
2024 Q1	$19.9K	Hold	160	–	–	0.01%	397
2023 Q4	$18.3K	Hold	160	–	–	0.01%	400
2023 Q3	$16K	Hold	160	–	–	0.01%	388
2023 Q2	$17K	Hold	160	–	–	0.01%	383
2023 Q1	$16.1K	Hold	160	–	–	0.01%	393
2022 Q4	$15.4K	Hold	160	–	–	0.01%	374
2022 Q3	$13.8K	Hold	160	–	–	0.01%	381
2022 Q2	$14.3K	Hold	160	–	–	0.01%	370
2022 Q1	$16.9K	Hold	160	–	–	0.01%	361
2021 Q4	$18K	Hold	160	–	–	0.01%	344
2021 Q3	$17.4K	Hold	160	–	–	0.01%	309
2021 Q2	$17.9K	Hold	160	–	–	0.01%	312
2021 Q1	$17K	Hold	160	–	–	0.01%	282
2020 Q4	$15.5K	Hold	160	–	–	0.01%	282
2020 Q3	$13.3K	Hold	160	–	–	0.01%	292
2020 Q2	$12K	Hold	160	–	–	0.01%	324
2020 Q1	$9.45K	Hold	160	–	–	0.01%	358
2019 Q4	$13.4K	Buy	+160	New	+$13.1K	0.01%	362

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Global Financial Private Client's IYJ Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 160 shares — an estimated $20.8K sold.

Global Financial Private Client first reported a position in IYJ in Q4 2019 and held it in 22 quarters. The position peaked at $21.4K in Q3 2024. 319 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

Global Financial Private Client reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 160 iShares US Industrials ETF shares in Q2 2025, an estimated $20.8K.
Global Financial Private Client first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's iShares US Industrials ETF position peaked at $21.4K in Q3 2024.
319 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.