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

Prime Capital 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 Q2	–	Sell	-1,992	Closed	-$259K	–	1039
2025 Q1	$259K	Buy	+1,992	New	+$270K	﹤0.01%	882
2024 Q1	–	Sell	-1,891	Closed	-$216K	–	1033
2023 Q4	$216K	Buy	+1,891	New	+$198K	﹤0.01%	856
2019 Q1	–	Sell	-58,000	Closed	-$3.73M	–	383
2018 Q4	$3.73M	Buy	+58,000	New	+$4.07M	1.35%	22

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Prime Capital Investment Advisors's IYJ Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 1,992 shares — an estimated $259K sold.

Prime Capital Investment Advisors first reported a position in IYJ in Q4 2018 and held it in 3 quarters. The position peaked at $3.73M in Q4 2018. 317 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

Prime Capital Investment Advisors reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 1,992 iShares US Industrials ETF shares in Q2 2025, an estimated $259K.
Prime Capital Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 3 quarters.
Prime Capital Investment Advisors's iShares US Industrials ETF position peaked at $3.73M in Q4 2018.
317 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.