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Atria Investments’s iShares US Industrials ETF IYJ Stock Holding History

Atria Investments’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 		$4.41M Buy
26,474
+2,454
+10% +$386K 0.04% 425
2026
Q1 		$3.54M Buy
24,020
+4,186
+21% +$648K 0.04% 483
2025
Q4 		$2.94M Sell
19,834
-2,412
-11% -$352K 0.03% 569
2025
Q3 		$3.25M Buy
22,246
+1,767
+9% +$256K 0.04% 544
2025
Q2 		$2.91M Buy
20,479
+2,529
+14% +$337K 0.03% 576
2025
Q1 		$2.34M Buy
17,950
+4,528
+34% +$614K 0.03% 639
2024
Q4 		$1.79M Buy
13,422
+800
+6% +$110K 0.02% 724
2024
Q3 		$1.69M Buy
12,622
+1,384
+12% +$174K 0.02% 727
2024
Q2 		$1.34M Sell
11,238
-331
-3% -$40.3K 0.02% 800
2024
Q1 		$1.45M Buy
+11,569
New +$1.37M 0.02% 783
2022
Q1 		– Sell
-10,392
Closed -$1.17M – 903
2021
Q4 		$1.17M Buy
10,392
+724
+7% +$80.3K 0.02% 769
2021
Q3 		$1.04M Sell
9,668
-1,815
-16% -$204K 0.02% 773
2021
Q2 		$1.28M Sell
11,483
-48
-0.4% -$5.3K 0.02% 677
2021
Q1 		$1.22M Buy
+11,531
New +$1.16M 0.03% 630
2018
Q4 		– Sell
-22,646
Closed -$1.77M – 961
2018
Q3 		$1.77M Buy
22,646
+1,734
+8% +$132K 0.07% 257
2018
Q2 		$1.5M Buy
20,912
+4,442
+27% +$325K 0.07% 285
2018
Q1 		$1.19M Buy
+16,470
New +$1.24M 0.06% 315
2014
Q4 		– Sell
-203,212
Closed -$10.3M – 439
2014
Q3 		$10.3M Sell
203,212
-1,620
-0.8% -$83.2K 1.05% 20
2014
Q2 		$10.6M Buy
204,832
+199,232
+3,558% +$10.2M 1.06% 24
2014
Q1 		$282K Sell
5,600
-208,878
-97% -$10.4M 0.03% 372
2013
Q4 		$10.9M Sell
214,478
-98,206
-31% -$4.69M 1.08% 20
2013
Q3 		$14.2M Buy
312,684
+32,436
+12% +$1.43M 1.47% 13
2013
Q2 		$11.6M Buy
+280,248
New +$11.6M 1.41% 17

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
PCH
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

Atria Investments's IYJ Position: Q2 2026 in Review

Atria Investments increased its iShares US Industrials ETF (IYJ) stake by 10% in Q2 2026, buying an estimated $386K and bringing the position to 26,474 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #425.

Atria Investments first reported a position in IYJ in Q2 2013 and has held it in 23 quarters since. The position peaked at $14.2M in Q3 2013. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Atria Investments held 26,474 shares of iShares US Industrials ETF worth $4.41M as of Q2 2026.
  • Atria Investments bought 2,454 iShares US Industrials ETF shares in Q2 2026, an estimated $386K.
  • iShares US Industrials ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #425 holding.
  • Atria Investments first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 23 quarters since.
  • Atria Investments's iShares US Industrials ETF position peaked at $14.2M in Q3 2013.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.