GVAG
IYJ icon

Great Valley Advisor Group’s iShares US Industrials ETF IYJ Stock Holding History

Great Valley Advisor Group’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 		$292K Sell
1,978
-262
-12% -$40.5K 0.01% 833
2025
Q4 		$331K Sell
2,240
-442
-16% -$64.6K 0.01% 751
2025
Q3 		$391K Buy
2,682
+5
+0.2% +$724 0.01% 698
2025
Q2 		$381K Buy
2,677
+717
+37% +$95.5K 0.01% 676
2025
Q1 		$255K Buy
1,960
+2
+0.1% +$271 0.01% 773
2024
Q4 		$261K Sell
1,958
-13
-0.7% -$1.79K 0.01% 733
2024
Q3 		$263K Buy
1,971
+2
+0.1% +$251 0.01% 728
2024
Q2 		$235K Sell
1,969
-8
-0.4% -$975 0.01% 709
2024
Q1 		$249K Buy
+1,977
New +$234K 0.01% 648
2020
Q1 		– Sell
-17,132
Closed -$1.44M – 351
2019
Q4 		$1.44M Sell
17,132
-1,226
-7% -$100K 0.32% 92
2019
Q3 		$1.46M Sell
18,358
-634
-3% -$49.9K 0.35% 87
2019
Q2 		$1.5M Buy
+18,992
New +$1.47M 0.38% 85

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