Transform Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Transform Wealth’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	$1.75M	Buy	+13,461	New	+$1.82M	0.11%	122
2020 Q1	–	Sell	-2,540	Closed	-$213K	–	226
2019 Q4	$213K	Hold	2,540	–	–	0.03%	217
2019 Q3	$202K	Sell	2,540 -1,294	-34%	-$102K	0.04%	203
2019 Q2	$303K	Hold	3,834	–	–	0.04%	208
2019 Q1	$291K	Buy	+3,834	New	+$278K	0.05%	142

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Transform Wealth's IYJ Position: Q1 2025 in Review

Transform Wealth opened a new position in iShares US Industrials ETF (IYJ) in Q1 2025: 13,461 shares worth $1.75M. The stake represents 0.11% of the portfolio and ranks #122 among its holdings. This is a return to the name: Transform Wealth previously reported a position in IYJ as recently as Q4 2019.

Transform Wealth first reported a position in IYJ in Q1 2019 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2025.

Transform Wealth held 13,461 shares of iShares US Industrials ETF worth $1.75M as of Q1 2025.
iShares US Industrials ETF was a new Transform Wealth position in Q1 2025.
iShares US Industrials ETF made up 0.11% of Transform Wealth's portfolio in Q1 2025, its #122 holding.
Transform Wealth first reported a position in iShares US Industrials ETF in Q1 2019 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.