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United Financial Planning Group’s iShares US Industrials ETF IYJ Stock Holding History

United Financial Planning Group’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
Q4 		– Sell
-84
Closed -$16.5K – 499
2025
Q3 		$16.5K Buy
+84
New +$12.2K 0.01% 131

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
PGIM Custom Harvest
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
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

United Financial Planning Group's IYJ Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 84 shares — an estimated $16.5K sold.

United Financial Planning Group first reported a position in IYJ in Q3 2025 and held it in 1 quarter. The position peaked at $16.5K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 84 iShares US Industrials ETF shares in Q4 2025, an estimated $16.5K.
  • United Financial Planning Group first reported a position in iShares US Industrials ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares US Industrials ETF position peaked at $16.5K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.