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IYJ icon

One Charles Private Wealth Services’s iShares US Industrials ETF IYJ Stock Holding History

One Charles Private Wealth Services’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
2026
Q1 		$624K Buy
4,230
+193
+5% +$29.9K 0.16% 76
2025
Q4 		$598K Sell
4,037
-43
-1% -$6.28K 0.15% 80
2025
Q3 		$595K Sell
4,080
-214
-5% -$31K 0.16% 77
2025
Q2 		$611K Sell
4,294
-30
-0.7% -$4K 0.17% 74
2025
Q1 		$563K Sell
4,324
-7
-0.2% -$949 0.18% 68
2024
Q4 		$578K Sell
4,331
-15
-0.3% -$2.06K 0.19% 68
2024
Q3 		$581K Sell
4,346
-353
-8% -$44.4K 0.22% 70
2024
Q2 		$561K Buy
4,699
+63
+1% +$7.68K 0.23% 71
2024
Q1 		$583K Sell
4,636
-170
-4% -$20.1K 0.25% 69
2023
Q4 		$550K Buy
4,806
+1,753
+57% +$183K 0.29% 68
2023
Q3 		$308K Buy
3,053
+119
+4% +$12.6K 0.18% 86
2023
Q2 		$311K Buy
2,934
+735
+33% +$73.4K 0.18% 92
2023
Q1 		$220K Buy
+2,199
New +$220K 0.14% 113

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return