Optivise Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Optivise Advisory 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
2025 Q3	–	Sell	-3,210	Closed	-$457K	–	226
2025 Q2	$457K	Hold	3,210	–	–	0.23%	102
2025 Q1	$418K	Hold	3,210	–	–	0.23%	93
2024 Q4	$429K	Hold	3,210	–	–	0.23%	100
2024 Q3	$429K	Hold	3,210	–	–	0.23%	93
2024 Q2	$383K	Buy	+3,210	New	+$391K	0.21%	103

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

Optivise Advisory Services's IYJ Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 3,210 shares — an estimated $457K sold.

Optivise Advisory Services first reported a position in IYJ in Q2 2024 and held it in 5 quarters. The position peaked at $457K in Q2 2025. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

Optivise Advisory Services reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 3,210 iShares US Industrials ETF shares in Q3 2025, an estimated $457K.
Optivise Advisory Services first reported a position in iShares US Industrials ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares US Industrials ETF position peaked at $457K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.