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 $1.66T 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return