SXL
IYJ icon

Summit X LLC’s iShares US Industrials ETF IYJ Stock Holding History

Summit X LLC’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
-1,837
Closed -$261K – 130
2025
Q2 		$261K Sell
1,837
-68
-4% -$9.06K 0.05% 212
2025
Q1 		$248K Sell
1,905
-320
-14% -$43.4K 0.05% 192
2024
Q4 		$297K Sell
2,225
-46
-2% -$6.33K 0.07% 169
2024
Q3 		$271K Sell
2,271
-129
-5% -$16.2K 0.07% 171
2024
Q2 		$287K Sell
2,400
-58
-2% -$7.07K 0.06% 189
2024
Q1 		$309K Sell
2,458
-226
-8% -$26.7K 0.08% 152
2023
Q4 		$303K Sell
2,684
-3
-0.1% -$314 0.09% 146
2023
Q3 		$271K Sell
2,687
-81
-3% -$8.6K 0.09% 144
2023
Q2 		$294K Sell
2,768
-2,709
-49% -$271K 0.07% 219
2023
Q1 		$549K Buy
+5,477
New +$548K 0.14% 146

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return