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Larson Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Larson Financial Group’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
-8
Closed -$1.17K – 3573
2025
Q3 		$1.17K Hold
8
– – ﹤0.01% 2871
2025
Q2 		$1.14K Hold
8
– – ﹤0.01% 2611
2025
Q1 		$1.04K Hold
8
– – ﹤0.01% 2377
2024
Q4 		$1.07K Hold
8
– – ﹤0.01% 2033
2024
Q3 		$1.07K Hold
8
– – ﹤0.01% 1973
2024
Q2 		$956 Hold
8
– – ﹤0.01% 1717
2024
Q1 		$1.01K Hold
8
– – ﹤0.01% 1448
2023
Q4 		$915 Hold
8
– – ﹤0.01% 1486
2023
Q3 		$807 Hold
8
– – ﹤0.01% 1521
2023
Q2 		$848 Buy
+8
New +$799 ﹤0.01% 1387

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

Larson Financial Group's IYJ Position: Q4 2025 in Review

Larson Financial Group sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 8 shares — an estimated $1.17K sold.

Larson Financial Group first reported a position in IYJ in Q2 2023 and held it in 10 quarters. The position peaked at $1.17K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

  • Larson Financial Group reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 8 iShares US Industrials ETF shares in Q4 2025, an estimated $1.17K.
  • Larson Financial Group first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 10 quarters.
  • Larson Financial Group's iShares US Industrials ETF position peaked at $1.17K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.