Atlantic Edge Private Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Atlantic Edge Private Wealth 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	$182K	Hold	1,090	–	–	0.04%	144
2026 Q1	$161K	Sell	1,090 -10	-0.9%	-$1.55K	0.04%	146
2025 Q4	$163K	Sell	1,100 -240	-18%	-$35.1K	0.04%	141
2025 Q3	$195K	Hold	1,340	–	–	0.05%	134
2025 Q2	$191K	Hold	1,340	–	–	0.05%	133
2025 Q1	$174K	Hold	1,340	–	–	0.05%	129
2024 Q4	$179K	Hold	1,340	–	–	0.06%	132
2024 Q3	$179K	Hold	1,340	–	–	0.05%	133
2024 Q2	$160K	Sell	1,340 -65	-5%	-$7.92K	0.05%	135
2024 Q1	$177K	Sell	1,405 -145	-9%	-$17.1K	0.06%	131
2023 Q4	$177K	Buy	+1,550	New	+$162K	0.07%	127

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

Atlantic Edge Private Wealth Management's IYJ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 1,090 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #144.

Atlantic Edge Private Wealth Management first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $195K in Q3 2025. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,090 shares of iShares US Industrials ETF worth $182K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #144 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares US Industrials ETF position peaked at $195K in Q3 2025.
342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.