Kovitz Investment Group Partners
IYJ icon

Kovitz Investment Group Partners’s iShares US Industrials ETF IYJ Stock Holding History

Kovitz Investment Group Partners’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
-2,789
Closed -$407K – 899
2025
Q3 		$407K Buy
2,789
+380
+16% +$55K ﹤0.01% 1105
2025
Q2 		$343K Buy
2,409
+49
+2% +$6.53K ﹤0.01% 1095
2025
Q1 		$307K Sell
2,360
-72
-3% -$9.76K ﹤0.01% 1043
2024
Q4 		$325K Hold
2,432
– – ﹤0.01% 1022
2024
Q3 		$325K Sell
2,432
-87
-3% -$10.9K ﹤0.01% 852
2024
Q2 		$301K Sell
2,519
-72
-3% -$8.77K ﹤0.01% 730
2024
Q1 		$326K Buy
+2,591
New +$306K ﹤0.01% 572
2022
Q1 		– Sell
-3,098
Closed -$301K – 444
2021
Q4 		$301K Buy
+3,098
New +$344K 0.01% 371
2021
Q1 		– Sell
-3,098
Closed -$301K – 428
2020
Q4 		$301K Sell
3,098
-258
-8% -$23.5K 0.01% 369
2020
Q3 		$280K Hold
3,356
– – 0.01% 364
2020
Q2 		$253K Hold
3,356
– – 0.01% 350
2020
Q1 		$208K Hold
3,356
– – 0.01% 350
2019
Q4 		$281K Hold
3,356
– – 0.01% 347
2019
Q3 		$266K Hold
3,356
– – 0.01% 340
2019
Q2 		$266K Hold
3,356
– – 0.01% 334
2019
Q1 		$255K Hold
3,356
– – 0.01% 342
2018
Q4 		$216K Buy
+3,356
New +$236K 0.01% 249

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
Wells Fargo
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
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
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 $672B AUM 33.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Kovitz Investment Group Partners's IYJ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 2,789 shares — an estimated $407K sold.

Kovitz Investment Group Partners first reported a position in IYJ in Q4 2018 and held it in 17 quarters. The position peaked at $407K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,789 iShares US Industrials ETF shares in Q4 2025, an estimated $407K.
  • Kovitz Investment Group Partners first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 17 quarters.
  • Kovitz Investment Group Partners's iShares US Industrials ETF position peaked at $407K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.