J.W. Cole Advisors’s iShares US Industrials ETF IYJ Stock Holding History

J.W. Cole 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	–	Sell	-1,617	Closed	-$239K	–	1140
2025 Q4	$239K	Buy	1,617 +53	+3%	+$7.74K	0.01%	1213
2025 Q3	$228K	Buy	1,564 +154	+11%	+$22.3K	﹤0.01%	1380
2025 Q2	$201K	Buy	+1,410	New	+$188K	﹤0.01%	1357
2023 Q2	–	Sell	-7,210	Closed	-$722K	–	794
2023 Q1	$722K	Buy	+7,210	New	+$721K	0.05%	357
2021 Q3	–	Sell	-6,292	Closed	-$699K	–	629
2021 Q2	$699K	Buy	6,292 +785	+14%	+$86.6K	0.06%	343
2021 Q1	$582K	Sell	5,507 -1,779	-24%	-$179K	0.06%	347
2020 Q4	$707K	Buy	+7,286	New	+$665K	0.07%	277

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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