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Rollins Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Rollins Financial 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
2026
Q1 		$1.31M Buy
8,848
+1,641
+23% +$254K 0.21% 62
2025
Q4 		$1.07M Sell
7,207
-6,206
-46% -$907K 0.16% 61
2025
Q3 		$1.96M Buy
13,413
+2,879
+27% +$417K 0.3% 46
2025
Q2 		$1.5M Buy
10,534
+4,038
+62% +$538K 0.24% 54
2025
Q1 		$846K Buy
6,496
+793
+14% +$108K 0.15% 65
2024
Q4 		$762K Sell
5,703
-320
-5% -$44K 0.12% 65
2024
Q3 		$805K Sell
6,023
-1,486
-20% -$187K 0.13% 62
2024
Q2 		$897K Buy
7,509
+1,238
+20% +$151K 0.15% 59
2024
Q1 		$788K Buy
6,271
+1,915
+44% +$226K 0.15% 63
2023
Q4 		$498K Buy
+4,356
New +$456K 0.1% 66

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