Laidlaw Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Laidlaw Wealth Management’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 Q1	–	Sell	-4,526	Closed	-$604K	–	108
2024 Q4	$604K	Sell	4,526 -38	-0.8%	-$5.23K	0.26%	95
2024 Q3	$610K	Buy	4,564 +102	+2%	+$12.8K	0.3%	94
2024 Q2	$533K	Buy	4,462 +9	+0.2%	+$1.1K	0.29%	96
2024 Q1	$560K	Hold	4,453	–	–	0.31%	99
2023 Q4	$509K	Sell	4,453 -300	-6%	-$31.4K	0.19%	126
2023 Q3	$480K	Hold	4,753	–	–	0.16%	151
2023 Q2	$504K	Sell	4,753 -8	-0.2%	-$799	0.1%	200
2023 Q1	$477K	Sell	4,761 -20	-0.4%	-$2K	0.1%	206
2022 Q4	$461K	Buy	+4,781	New	+$451K	0.1%	203
2022 Q3	–	Sell	-4,334	Closed	-$382K	–	346
2022 Q2	$382K	Buy	+4,334	New	+$416K	0.08%	231

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Laidlaw Wealth Management's IYJ Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 4,526 shares — an estimated $604K sold.

Laidlaw Wealth Management first reported a position in IYJ in Q2 2022 and held it in 10 quarters. The position peaked at $610K in Q3 2024. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 4,526 iShares US Industrials ETF shares in Q1 2025, an estimated $604K.
Laidlaw Wealth Management first reported a position in iShares US Industrials ETF in Q2 2022 and held it in 10 quarters.
Laidlaw Wealth Management's iShares US Industrials ETF position peaked at $610K in Q3 2024.
307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.