LWM
IYJ icon

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return