LGT Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

LGT Financial Advisors’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	-2,400	Closed	-$350K	–	326
2025 Q3	$350K	Buy	2,400 +4	+0.2%	+$579	0.76%	32
2025 Q2	$341K	Buy	2,396 +143	+6%	+$19.1K	0.86%	26
2025 Q1	$293K	Buy	2,253 +25	+1%	+$3.39K	0.9%	29
2024 Q4	$297K	Buy	2,228 +6	+0.3%	+$825	0.66%	29
2024 Q3	$297K	Buy	2,222 +5	+0.2%	+$629	0.73%	29
2024 Q2	$265K	Buy	2,217 +5	+0.2%	+$609	0.56%	40
2024 Q1	$278K	Buy	2,212 +5	+0.2%	+$591	0.32%	63
2023 Q4	$252K	Buy	2,207 +13	+0.6%	+$1.36K	0.31%	71
2023 Q3	$221K	Hold	2,194	–	–	0.28%	76
2023 Q2	$233K	Buy	+2,194	New	+$219K	0.25%	104
2023 Q1	–	Sell	-2,182	Closed	-$210K	–	153
2022 Q4	$210K	Buy	+2,182	New	+$206K	0.25%	94

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

LGT Financial Advisors's IYJ Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 2,400 shares — an estimated $350K sold.

LGT Financial Advisors first reported a position in IYJ in Q4 2022 and held it in 11 quarters. The position peaked at $350K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

LGT Financial Advisors reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 2,400 iShares US Industrials ETF shares in Q4 2025, an estimated $350K.
LGT Financial Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares US Industrials ETF position peaked at $350K in Q3 2025.
321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.