SIM
IYJ icon

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

Synergy Investment 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
Q2 		– Sell
-552
Closed -$71.9K – 336
2025
Q1 		$71.9K Hold
552
– – 0.03% 195
2024
Q4 		$73.7K Buy
+552
New +$75.9K 0.03% 199

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Synergy Investment Management's IYJ Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 552 shares — an estimated $71.9K sold.

Synergy Investment Management first reported a position in IYJ in Q4 2024 and held it in 2 quarters. The position peaked at $73.7K in Q4 2024. 317 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 552 iShares US Industrials ETF shares in Q2 2025, an estimated $71.9K.
  • Synergy Investment Management first reported a position in iShares US Industrials ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares US Industrials ETF position peaked at $73.7K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.