SWM
IYJ icon

Spire Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Spire Wealth Management’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
-160
Closed -$23.7K – 2338
2025
Q4 		$23.7K Sell
160
-406
-72% -$59.3K ﹤0.01% 1422
2025
Q3 		$82.6K Sell
566
-320
-36% -$46.3K ﹤0.01% 1066
2025
Q2 		$126K Sell
886
-26
-3% -$3.46K ﹤0.01% 892
2025
Q1 		$119K Sell
912
-46
-5% -$6.24K ﹤0.01% 978
2024
Q4 		$128K Buy
958
+566
+144% +$77.9K ﹤0.01% 954
2024
Q3 		$52.4K Sell
392
-208
-35% -$26.2K ﹤0.01% 1118
2024
Q2 		$71.7K Hold
600
– – ﹤0.01% 999
2024
Q1 		$75.4K Buy
600
+320
+114% +$37.8K ﹤0.01% 1084
2023
Q4 		$31.7K Buy
280
+208
+289% +$21.8K ﹤0.01% 1357
2023
Q3 		$7.23K Buy
72
+46
+177% +$4.89K ﹤0.01% 1832
2023
Q2 		$2.73K Hold
26
– – ﹤0.01% 2138
2023
Q1 		$2.57K Buy
+26
New +$2.6K ﹤0.01% 2207
2022
Q3 		– Sell
-25
Closed -$2K – 2394
2022
Q2 		$2K Hold
25
– – ﹤0.01% 2366
2022
Q1 		$3K Hold
25
– – ﹤0.01% 2332
2021
Q4 		$3K Sell
25
-17
-40% -$1.89K ﹤0.01% 2699
2021
Q3 		$5K Hold
42
– – ﹤0.01% 2279
2021
Q2 		$5K Hold
42
– – ﹤0.01% 2311
2021
Q1 		$4K Buy
+42
New +$4.21K ﹤0.01% 2693

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
PCH
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

Spire Wealth Management's IYJ Position: Q1 2026 in Review

Spire Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2026, closing a stake of 160 shares — an estimated $23.7K sold.

Spire Wealth Management first reported a position in IYJ in Q1 2021 and held it in 18 quarters. The position peaked at $128K in Q4 2024. 331 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Spire Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 160 iShares US Industrials ETF shares in Q1 2026, an estimated $23.7K.
  • Spire Wealth Management first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's iShares US Industrials ETF position peaked at $128K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.