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	–	3575
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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return