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

Wealthstream 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
2025
Q3 		$217K Hold
1,490
– – 0.03% 170
2025
Q2 		$212K Buy
+1,490
New +$199K 0.04% 161

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
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 $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

Wealthstream Advisors's IYJ Position: Q3 2025 in Review

Wealthstream Advisors held its iShares US Industrials ETF (IYJ) position steady in Q3 2025 at 1,490 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #170.

Wealthstream Advisors first reported a position in IYJ in Q2 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold IYJ as of Q3 2025.

  • Wealthstream Advisors held 1,490 shares of iShares US Industrials ETF worth $217K as of Q3 2025.
  • Wealthstream Advisors left its iShares US Industrials ETF share count unchanged in Q3 2025.
  • iShares US Industrials ETF made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #170 holding.
  • Wealthstream Advisors first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.