SageView Advisory Group
IYJ icon

SageView Advisory Group’s iShares US Industrials ETF IYJ Stock Holding History

SageView Advisory Group’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 		– Sell
-3
Closed -$445 – 1516
2025
Q4 		$445 Buy
+3
New +$438 ﹤0.01% 2458

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's IYJ Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Industrials ETF (IYJ) in Q1 2026, closing a stake of 3 shares — an estimated $445 sold.

SageView Advisory Group first reported a position in IYJ in Q4 2025 and held it in 1 quarter. The position peaked at $445 in Q4 2025. 331 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares US Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3 iShares US Industrials ETF shares in Q1 2026, an estimated $445.
  • SageView Advisory Group first reported a position in iShares US Industrials ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares US Industrials ETF position peaked at $445 in Q4 2025.
  • 331 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.