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Allen Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Allen Investment Management’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 		$940K Hold
5,639
– – 0.01% 156
2026
Q1 		$832K Hold
5,639
– – 0.01% 162
2025
Q4 		$836K Buy
+5,639
New +$824K 0.01% 159

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Allen Investment Management's IYJ Position: Q2 2026 in Review

Allen Investment Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 5,639 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #156.

Allen Investment Management first reported a position in IYJ in Q4 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Allen Investment Management held 5,639 shares of iShares US Industrials ETF worth $940K as of Q2 2026.
  • Allen Investment Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #156 holding.
  • Allen Investment Management first reported a position in iShares US Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.