TFF
IYJ icon

The Family Firm’s iShares US Industrials ETF IYJ Stock Holding History

The Family Firm’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
-1,839
Closed -$239K – 142
2025
Q1 		$239K Buy
1,839
+4
+0.2% +$542 0.05% 188
2024
Q4 		$245K Sell
1,835
-221
-11% -$30.4K 0.05% 187
2024
Q3 		$275K Buy
2,056
+4
+0.2% +$503 0.06% 174
2024
Q2 		$245K Sell
2,052
-202
-9% -$24.6K 0.05% 179
2024
Q1 		$283K Buy
2,254
+5
+0.2% +$591 0.07% 162
2023
Q4 		$257K Buy
2,249
+13
+0.6% +$1.36K 0.07% 164
2023
Q3 		$226K Hold
2,236
– – 0.06% 161
2023
Q2 		$237K Buy
2,236
+6
+0.3% +$599 0.06% 164
2023
Q1 		$223K Buy
2,230
+6
+0.3% +$600 0.06% 169
2022
Q4 		$215K Buy
+2,224
New +$210K 0.06% 173
2022
Q2 		– Sell
-2,205
Closed -$232K – 179
2022
Q1 		$232K Buy
2,205
+5
+0.2% +$528 0.06% 167
2021
Q4 		$248K Buy
2,200
+5
+0.2% +$555 0.06% 165
2021
Q3 		$249K Sell
2,195
-174
-7% -$19.5K 0.07% 158
2021
Q2 		$263K Buy
2,369
+8
+0.3% +$883 0.07% 149
2021
Q1 		$249K Hold
2,361
– – 0.07% 148
2020
Q4 		$230K Buy
+2,361
New +$215K 0.07% 151

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

The Family Firm's IYJ Position: Q2 2025 in Review

The Family Firm sold out of iShares US Industrials ETF (IYJ) in Q2 2025, closing a stake of 1,839 shares — an estimated $239K sold.

The Family Firm first reported a position in IYJ in Q4 2020 and held it in 16 quarters. The position peaked at $283K in Q1 2024. 317 funds tracked by Wall St. Rank hold IYJ as of Q2 2025.

  • The Family Firm reported no remaining iShares US Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,839 iShares US Industrials ETF shares in Q2 2025, an estimated $239K.
  • The Family Firm first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 16 quarters.
  • The Family Firm's iShares US Industrials ETF position peaked at $283K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.