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

NewSquare 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
Q3 		– Sell
-108
Closed -$15.4K – 713
2025
Q2 		$15.4K Buy
+108
New +$14.4K ﹤0.01% 543
2024
Q2 		– Sell
-300
Closed -$37.7K – 418
2024
Q1 		$37.7K Sell
300
-52
-15% -$6.14K ﹤0.01% 187
2023
Q4 		$40.3K Sell
352
-340
-49% -$35.6K ﹤0.01% 199
2023
Q3 		$69.8K Sell
692
-277
-29% -$29.4K 0.01% 184
2023
Q2 		$103K Sell
969
-176
-15% -$17.6K 0.01% 173
2023
Q1 		$115K Buy
1,145
+562
+96% +$56.2K 0.01% 163
2022
Q4 		$56.2K Buy
+583
New +$55K 0.01% 172

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return