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	–	709
2025 Q2	$15.4K	Buy	+108	New	+$14.4K	﹤0.01%	543
2024 Q2	–	Sell	-300	Closed	-$37.7K	–	413
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 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

NewSquare Capital's IYJ Position: Q3 2025 in Review

NewSquare Capital sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 108 shares — an estimated $15.4K sold.

NewSquare Capital first reported a position in IYJ in Q4 2022 and held it in 7 quarters. The position peaked at $115K in Q1 2023. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

NewSquare Capital reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 108 iShares US Industrials ETF shares in Q3 2025, an estimated $15.4K.
NewSquare Capital first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 7 quarters.
NewSquare Capital's iShares US Industrials ETF position peaked at $115K in Q1 2023.
301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.