Lion Street Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Lion Street 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 Q3	$204K	Buy	1,835 +206	+13%	+$29.8K	0.07%	217
2025 Q2	$232K	Hold	1,629	–	–	0.07%	245
2025 Q1	$212K	Sell	1,629 -48	-3%	-$6.51K	0.07%	252
2024 Q4	$224K	Hold	1,677	–	–	0.07%	237
2024 Q3	$224K	Hold	1,677	–	–	0.08%	235
2024 Q2	$200K	Buy	+1,677	New	+$204K	0.07%	256
2023 Q3	–	Sell	-1,995	Closed	-$222K	–	281
2023 Q2	$222K	Buy	+1,995	New	+$199K	0.07%	220

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lion Street Advisors's IYJ Position: Q3 2025 in Review

Lion Street Advisors increased its iShares US Industrials ETF (IYJ) stake by 13% in Q3 2025, buying an estimated $29.8K and bringing the position to 1,835 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #217.

Lion Street Advisors first reported a position in IYJ in Q2 2023 and has held it in 7 quarters since. The position peaked at $232K in Q2 2025. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

Lion Street Advisors held 1,835 shares of iShares US Industrials ETF worth $204K as of Q3 2025.
Lion Street Advisors bought 206 iShares US Industrials ETF shares in Q3 2025, an estimated $29.8K.
iShares US Industrials ETF made up 0.07% of Lion Street Advisors's portfolio in Q3 2025, its #217 holding.
Lion Street Advisors first reported a position in iShares US Industrials ETF in Q2 2023 and has held it in 7 quarters since.
Lion Street Advisors's iShares US Industrials ETF position peaked at $232K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.