Perritt Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Perritt Capital Management’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 Q4	–	Sell	-343	Closed	-$50.1K	–	189
2025 Q3	$50.1K	Buy	343 +1	+0.3%	+$145	0.02%	200
2025 Q2	$48.7K	Buy	342 +1	+0.3%	+$133	0.03%	213
2025 Q1	$44.5K	Hold	341	–	–	0.02%	219
2024 Q4	$45.5K	Hold	341	–	–	0.02%	220
2024 Q3	$45.6K	Hold	341	–	–	0.02%	221
2024 Q2	$40.7K	Hold	341	–	–	0.02%	233
2024 Q1	$42.9K	Hold	341	–	–	0.02%	230
2023 Q4	$39K	Buy	341 +1	+0.3%	+$105	0.02%	230
2023 Q3	$34.3K	Hold	340	–	–	0.02%	229
2023 Q2	$36.1K	Hold	340	–	–	0.02%	234
2023 Q1	$34.1K	Hold	340	–	–	0.02%	236
2022 Q4	$32.8K	Buy	+340	New	+$32.1K	0.02%	242

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Perritt Capital Management's IYJ Position: Q4 2025 in Review

Perritt Capital Management sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 343 shares — an estimated $50.1K sold.

Perritt Capital Management first reported a position in IYJ in Q4 2022 and held it in 12 quarters. The position peaked at $50.1K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

Perritt Capital Management reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 343 iShares US Industrials ETF shares in Q4 2025, an estimated $50.1K.
Perritt Capital Management first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's iShares US Industrials ETF position peaked at $50.1K in Q3 2025.
321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.