Adell Harriman & Carpenter’s iShares US Industrials ETF IYJ Stock Holding History

Adell Harriman & Carpenter’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 Q2	$250K	Sell	1,500 -1,491	-50%	-$235K	0.01%	150
2026 Q1	$441K	Sell	2,991 -2	-0.1%	-$309	0.03%	127
2025 Q4	$443K	Sell	2,993 -2,207	-42%	-$322K	0.03%	129
2025 Q3	$759K	Sell	5,200 -194	-4%	-$28.1K	0.05%	109
2025 Q2	$768K	Hold	5,394	–	–	0.05%	109
2025 Q1	$702K	Sell	5,394 -2,000	-27%	-$271K	0.05%	111
2024 Q4	$987K	Hold	7,394	–	–	0.07%	99
2024 Q3	$988K	Hold	7,394	–	–	0.07%	100
2024 Q2	$883K	Hold	7,394	–	–	0.07%	101
2024 Q1	$929K	Hold	7,394	–	–	0.08%	102
2023 Q4	$846K	Hold	7,394	–	–	0.08%	103
2023 Q3	$746K	Hold	7,394	–	–	0.08%	107
2023 Q2	$786K	Sell	7,394 -94	-1%	-$9.39K	0.08%	107
2023 Q1	$750K	Hold	7,488	–	–	0.08%	112
2022 Q4	$722K	Sell	7,488 -200	-3%	-$18.9K	0.08%	112
2022 Q3	$644K	Hold	7,688	–	–	0.08%	116
2022 Q2	$678K	Sell	7,688 -400	-5%	-$38.4K	0.08%	99
2022 Q1	$853K	Hold	8,088	–	–	0.08%	112
2021 Q4	$912K	Sell	8,088 -200	-2%	-$22.2K	0.08%	113
2021 Q3	$888K	Hold	8,288	–	–	0.09%	112
2021 Q2	$921K	Hold	8,288	–	–	0.1%	113
2021 Q1	$876K	Sell	8,288 -200	-2%	-$20.1K	0.11%	105
2020 Q4	$824K	Hold	8,488	–	–	0.11%	102
2020 Q3	$709K	Hold	8,488	–	–	0.11%	100
2020 Q2	$640K	Hold	8,488	–	–	0.11%	92
2020 Q1	$527K	Sell	8,488 -230	-3%	-$17.9K	0.11%	94
2019 Q4	$731K	Sell	8,718 -760	-8%	-$62K	0.12%	96
2019 Q3	$753K	Buy	+9,478	New	+$747K	0.14%	95

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Adell Harriman & Carpenter's IYJ Position: Q2 2026 in Review

Adell Harriman & Carpenter reduced its iShares US Industrials ETF (IYJ) stake by 50% in Q2 2026, selling an estimated $235K and leaving 1,500 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #150.

Adell Harriman & Carpenter first reported a position in IYJ in Q3 2019 and has held it in 28 quarters since. The position peaked at $988K in Q3 2024. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Adell Harriman & Carpenter held 1,500 shares of iShares US Industrials ETF worth $250K as of Q2 2026.
Adell Harriman & Carpenter sold 1,491 iShares US Industrials ETF shares in Q2 2026, an estimated $235K.
iShares US Industrials ETF made up 0.01% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #150 holding.
Adell Harriman & Carpenter first reported a position in iShares US Industrials ETF in Q3 2019 and has held it in 28 quarters since.
Adell Harriman & Carpenter's iShares US Industrials ETF position peaked at $988K in Q3 2024.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.