JSA
IYJ icon

Jim Saulnier & Associates’s iShares US Industrials ETF IYJ Stock Holding History

Jim Saulnier & Associates’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
-2,042
Closed -$298K – 146
2025
Q3 		$298K Buy
+2,042
New +$296K 0.17% 108

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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 $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Jim Saulnier & Associates's IYJ Position: Q4 2025 in Review

Jim Saulnier & Associates sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 2,042 shares — an estimated $298K sold.

Jim Saulnier & Associates first reported a position in IYJ in Q3 2025 and held it in 1 quarter. The position peaked at $298K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

  • Jim Saulnier & Associates reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Saulnier & Associates sold 2,042 iShares US Industrials ETF shares in Q4 2025, an estimated $298K.
  • Jim Saulnier & Associates first reported a position in iShares US Industrials ETF in Q3 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's iShares US Industrials ETF position peaked at $298K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Jim Saulnier & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.