Rise Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Rise 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 Q3	–	Sell	-108	Closed	-$15.4K	–	1569
2025 Q2	$15.4K	Hold	108	–	–	0.01%	699
2025 Q1	$14.1K	Buy	+108	New	+$14.6K	0.01%	748
2024 Q2	–	Sell	-64	Closed	-$8.05K	–	1251
2024 Q1	$8.05K	Hold	64	–	–	﹤0.01%	1063
2023 Q4	$7.31K	Hold	64	–	–	0.01%	349
2023 Q3	$6.41K	Hold	64	–	–	0.01%	354
2023 Q2	$6.74K	Buy	64 +1	+2%	+$100	0.01%	390
2023 Q1	$6.35K	Hold	63	–	–	﹤0.01%	422
2022 Q4	$6.1K	Hold	63	–	–	﹤0.01%	419
2022 Q3	$5K	Hold	63	–	–	﹤0.01%	435
2022 Q2	$6K	Hold	63	–	–	0.01%	416
2022 Q1	$7K	Hold	63	–	–	0.01%	372
2021 Q4	$7.05K	Buy	+63	New	+$6.99K	0.01%	364

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

Rise Advisors's IYJ Position: Q3 2025 in Review

Rise Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 108 shares — an estimated $15.4K sold.

Rise Advisors first reported a position in IYJ in Q4 2021 and held it in 12 quarters. The position peaked at $15.4K in Q2 2025. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

Rise Advisors reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 108 iShares US Industrials ETF shares in Q3 2025, an estimated $15.4K.
Rise Advisors first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 12 quarters.
Rise Advisors's iShares US Industrials ETF position peaked at $15.4K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.