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Moloney Securities Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Moloney Securities Asset Management’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 		$425K Hold
2,913
– – 0.05% 296
2025
Q2 		$415K Hold
2,913
– – 0.05% 298
2025
Q1 		$379K Hold
2,913
– – 0.05% 305
2024
Q4 		$389K Hold
2,913
– – 0.05% 297
2024
Q3 		$389K Sell
2,913
-61,891
-96% -$7.78M 0.05% 311
2024
Q2 		$7.74M Buy
64,804
+28,816
+80% +$3.51M 1.12% 14
2024
Q1 		$4.52M Buy
35,988
+32,499
+931% +$3.84M 0.68% 35
2023
Q4 		$399K Hold
3,489
– – 0.06% 287
2023
Q3 		$352K Hold
3,489
– – 0.06% 284
2023
Q2 		$370K Hold
3,489
– – 0.07% 283
2023
Q1 		$349K Hold
3,489
– – 0.07% 292
2022
Q4 		$337K Hold
3,489
– – 0.07% 270
2022
Q3 		$292K Hold
3,489
– – 0.07% 275
2022
Q2 		$307K Hold
3,489
– – 0.07% 266
2022
Q1 		$368K Sell
3,489
-261
-7% -$27.5K 0.07% 260
2021
Q4 		$423K Sell
3,750
-1,020
-21% -$113K 0.07% 270
2021
Q3 		$511K Sell
4,770
-31,293
-87% -$3.51M 0.09% 238
2021
Q2 		$4.01M Buy
36,063
+2,490
+7% +$275K 0.73% 32
2021
Q1 		$3.55M Buy
33,573
+25,900
+338% +$2.6M 0.7% 36
2020
Q4 		$745K Buy
7,673
+3,679
+92% +$336K 0.17% 155
2020
Q3 		$334K Sell
3,994
-280
-7% -$22.8K 0.09% 224
2020
Q2 		$322K Sell
4,274
-704
-14% -$49.3K 0.09% 217
2020
Q1 		$309K Buy
4,978
+2,134
+75% +$166K 0.11% 182
2019
Q4 		$238K Sell
2,844
-60
-2% -$4.89K 0.07% 297
2019
Q3 		$231K Hold
2,904
– – 0.08% 273
2019
Q2 		$230K Hold
2,904
– – 0.08% 261
2019
Q1 		$220K Buy
+2,904
New +$210K 0.08% 262
2018
Q4 		– Sell
-2,904
Closed -$227K – 300
2018
Q3 		$227K Hold
2,904
– – 0.08% 249
2018
Q2 		$209K Hold
2,904
– – 0.08% 264
2018
Q1 		$211K Hold
2,904
– – 0.09% 260
2017
Q4 		$214K Hold
2,904
– – 0.09% 233
2017
Q3 		$201K Buy
+2,904
New +$194K 0.09% 248

Other funds holding IYJ

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moloney Securities Asset Management's IYJ Position: Q3 2025 in Review

Moloney Securities Asset Management held its iShares US Industrials ETF (IYJ) position steady in Q3 2025 at 2,913 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #296.

Moloney Securities Asset Management first reported a position in IYJ in Q3 2017 and has held it in 32 quarters since. The position peaked at $7.74M in Q2 2024. 299 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

  • Moloney Securities Asset Management held 2,913 shares of iShares US Industrials ETF worth $425K as of Q3 2025.
  • Moloney Securities Asset Management left its iShares US Industrials ETF share count unchanged in Q3 2025.
  • iShares US Industrials ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #296 holding.
  • Moloney Securities Asset Management first reported a position in iShares US Industrials ETF in Q3 2017 and has held it in 32 quarters since.
  • Moloney Securities Asset Management's iShares US Industrials ETF position peaked at $7.74M in Q2 2024.
  • 299 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.