Lindbrook Capital’s iShares US Industrials ETF IYJ Stock Holding History

Lindbrook Capital’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	$4.41M	Sell	33,877 -140	-0.4%	-$19K	0.41%	37
2024 Q4	$4.54M	Sell	34,017 -1,511	-4%	-$208K	0.41%	39
2024 Q3	$4.75M	Sell	35,528 -1,435	-4%	-$180K	0.42%	37
2024 Q2	$4.41M	Sell	36,963 -6,420	-15%	-$782K	0.41%	40
2024 Q1	$5.45M	Sell	43,383 -270	-0.6%	-$31.9K	0.51%	35
2023 Q4	$4.99M	Buy	43,653 +88	+0.2%	+$9.2K	0.5%	37
2023 Q3	$4.4M	Sell	43,565 -5	-0%	-$531	0.49%	37
2023 Q2	$4.62M	Sell	43,570 -254	-0.6%	-$25.4K	0.49%	35
2023 Q1	$4.39M	Buy	43,824 +242	+0.6%	+$24.2K	0.51%	34
2022 Q4	$4.2M	Buy	+43,582	New	+$4.11M	0.52%	36

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

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

Lindbrook Capital's IYJ Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares US Industrials ETF (IYJ) stake by 0.41% in Q1 2025, selling an estimated $19K and leaving 33,877 shares worth $4.41M. The position accounts for 0.41% of the portfolio, ranked #37.

Lindbrook Capital first reported a position in IYJ in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.45M in Q1 2024. 304 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

Lindbrook Capital held 33,877 shares of iShares US Industrials ETF worth $4.41M as of Q1 2025.
Lindbrook Capital sold 140 iShares US Industrials ETF shares in Q1 2025, an estimated $19K.
iShares US Industrials ETF made up 0.41% of Lindbrook Capital's portfolio in Q1 2025, its #37 holding.
Lindbrook Capital first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's iShares US Industrials ETF position peaked at $5.45M in Q1 2024.
304 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.