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Synergy Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-14,409
Closed -$1.93M – 472
2024
Q4 		$1.93M Hold
14,409
– – 0.15% 85
2024
Q3 		$1.93M Buy
+14,409
New +$1.81M 0.29% 62

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Synergy Asset Management's IYJ Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares US Industrials ETF (IYJ) in Q1 2025, closing a stake of 14,409 shares — an estimated $1.93M sold.

Synergy Asset Management first reported a position in IYJ in Q3 2024 and held it in 2 quarters. The position peaked at $1.93M in Q4 2024. 307 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares US Industrials ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 14,409 iShares US Industrials ETF shares in Q1 2025, an estimated $1.93M.
  • Synergy Asset Management first reported a position in iShares US Industrials ETF in Q3 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares US Industrials ETF position peaked at $1.93M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.