PTC
IYJ icon

Private Trust Company’s iShares US Industrials ETF IYJ Stock Holding History

Private Trust Company’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 		$18.2K Hold
123
– – ﹤0.01% 1737
2025
Q4 		$18.2K Sell
123
-1
-0.8% -$146 ﹤0.01% 1703
2025
Q3 		$18.1K Sell
124
-134
-52% -$19.4K ﹤0.01% 1684
2025
Q2 		$36.7K Buy
258
+6
+2% +$799 ﹤0.01% 1338
2025
Q1 		$32.8K Sell
252
-37
-13% -$5.02K ﹤0.01% 1359
2024
Q4 		$38.6K Buy
289
+79
+38% +$10.9K ﹤0.01% 1269
2024
Q3 		$28.1K Sell
210
-250
-54% -$31.4K ﹤0.01% 1344
2024
Q2 		$54.9K Sell
460
-50
-10% -$6.09K 0.01% 1087
2024
Q1 		$64.1K Sell
510
-9
-2% -$1.06K 0.01% 1016
2023
Q4 		$59.4K Buy
519
+13
+3% +$1.36K 0.01% 1000
2023
Q3 		$51K Hold
506
– – 0.01% 1003
2023
Q2 		$53.7K Hold
506
– – 0.01% 1003
2023
Q1 		$50.7K Hold
506
– – 0.01% 991
2022
Q4 		$49K Hold
506
– – 0.01% 967
2022
Q3 		$42K Sell
506
-38
-7% -$3.56K 0.01% 948
2022
Q2 		$48K Buy
+544
New +$52.3K 0.01% 939

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