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

Optimum 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 Q1	–	Sell	-400	Closed	-$53.4K	–	645
2024 Q4	$53.4K	Hold	400	–	–	0.02%	334
2024 Q3	$53.5K	Hold	400	–	–	0.02%	350
2024 Q2	$47.8K	Hold	400	–	–	0.02%	361
2024 Q1	$50.3K	Hold	400	–	–	0.02%	366
2023 Q4	$45.7K	Hold	400	–	–	0.02%	363
2023 Q3	$40.4K	Hold	400	–	–	0.02%	388
2023 Q2	$42.4K	Hold	400	–	–	0.02%	393
2023 Q1	$40.1K	Hold	400	–	–	0.02%	398
2022 Q4	$38.6K	Hold	400	–	–	0.02%	413
2022 Q3	$34K	Hold	400	–	–	0.02%	440
2022 Q2	$35K	Hold	400	–	–	0.02%	449
2022 Q1	$42K	Hold	400	–	–	0.02%	468
2021 Q4	$45K	Hold	400	–	–	0.02%	481
2021 Q3	$43K	Hold	400	–	–	0.02%	480
2021 Q2	$44K	Hold	400	–	–	0.01%	532
2021 Q1	$42K	Sell	400 -54	-12%	-$5.42K	0.01%	535
2020 Q4	$44K	Buy	454 +54	+14%	+$4.93K	0.01%	497
2020 Q3	$33K	Hold	400	–	–	0.01%	514
2020 Q2	$30K	Hold	400	–	–	0.01%	532
2020 Q1	$25K	Hold	400	–	–	0.01%	531
2019 Q4	$34K	Hold	400	–	–	0.01%	590
2019 Q3	$32K	Hold	400	–	–	0.01%	597
2019 Q2	$32K	Hold	400	–	–	0.01%	600
2019 Q1	$30K	Hold	400	–	–	0.01%	617
2018 Q4	$26K	Hold	400	–	–	0.01%	601
2018 Q3	$31K	Hold	400	–	–	0.01%	648
2018 Q2	$29K	Hold	400	–	–	0.01%	656
2018 Q1	$29K	Buy	+400	New	+$30.1K	0.01%	636

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Optimum Investment Advisors's IYJ Position: Q1 2025 in Review

Optimum Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 400 shares — an estimated $53.4K sold.

Optimum Investment Advisors first reported a position in IYJ in Q1 2018 and held it in 28 quarters. The position peaked at $53.5K in Q3 2024. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

Optimum Investment Advisors reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
Optimum Investment Advisors sold 400 iShares US Industrials ETF shares in Q1 2025, an estimated $53.4K.
Optimum Investment Advisors first reported a position in iShares US Industrials ETF in Q1 2018 and held it in 28 quarters.
Optimum Investment Advisors's iShares US Industrials ETF position peaked at $53.5K in Q3 2024.
307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.