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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit X LLC's IYJ Position: Q3 2025 in Review

Summit X LLC sold out of iShares US Industrials ETF (IYJ) in Q3 2025, closing a stake of 1,837 shares — an estimated $261K sold.

Summit X LLC first reported a position in IYJ in Q1 2023 and held it in 10 quarters. The position peaked at $549K in Q1 2023. 301 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

  • Summit X LLC reported no remaining iShares US Industrials ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,837 iShares US Industrials ETF shares in Q3 2025, an estimated $261K.
  • Summit X LLC first reported a position in iShares US Industrials ETF in Q1 2023 and held it in 10 quarters.
  • Summit X LLC's iShares US Industrials ETF position peaked at $549K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.