Waverly Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Waverly Advisors’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
2026 Q1	$2.45M	Sell	16,588 -9	-0.1%	-$1.39K	0.02%	600
2025 Q4	$2.46M	Buy	16,597 +16	+0.1%	+$2.34K	0.02%	550
2025 Q3	$2.42M	Sell	16,581 -532	-3%	-$77K	0.02%	476
2025 Q2	$2.44M	Buy	17,113 +934	+6%	+$124K	0.03%	456
2025 Q1	$2.11M	Sell	16,179 -245	-1%	-$33.2K	0.03%	469
2024 Q4	$2.19M	Sell	16,424 -696	-4%	-$95.8K	0.03%	366
2024 Q3	$2.29M	Sell	17,120 -1,023	-6%	-$129K	0.04%	309
2024 Q2	$2.17M	Buy	18,143 +91	+0.5%	+$11.1K	0.04%	304
2024 Q1	$2.27M	Buy	+18,052	New	+$2.13M	0.05%	239

Other funds holding IYJ

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial

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