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Retirement Planning Group (Kansas)’s iShares US Industrials ETF IYJ Stock Holding History

Retirement Planning Group (Kansas)’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
-1,881
Closed -$245K – 312
2025
Q1 		$245K Buy
+1,881
New +$255K 0.01% 265

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IYJ Position: Q2 2025 in Review

Retirement Planning Group (Kansas) sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 1,881 shares — an estimated $245K sold.

Retirement Planning Group (Kansas) first reported a position in IYJ in Q1 2025 and held it in 1 quarter. The position peaked at $245K in Q1 2025. 317 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • Retirement Planning Group (Kansas) reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 1,881 iShares US Industrials ETF shares in Q2 2025, an estimated $245K.
  • Retirement Planning Group (Kansas) first reported a position in iShares US Industrials ETF in Q1 2025 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s iShares US Industrials ETF position peaked at $245K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.