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Mount Yale Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Mount Yale Investment 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 		– Sell
-24
Closed -$3.46K – 1148
2025
Q2 		$3.46K Buy
+24
New +$3.2K ﹤0.01% 1273

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

Mount Yale Investment Advisors's IYJ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 24 shares — an estimated $3.46K sold.

Mount Yale Investment Advisors first reported a position in IYJ in Q2 2025 and held it in 1 quarter. The position peaked at $3.46K in Q2 2025. 299 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 24 iShares US Industrials ETF shares in Q3 2025, an estimated $3.46K.
  • Mount Yale Investment Advisors first reported a position in iShares US Industrials ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares US Industrials ETF position peaked at $3.46K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.