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IYJ icon

Bailard’s iShares US Industrials ETF IYJ Stock Holding History

Bailard’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 		$416K Hold
2,498
– – 0.01% 546
2026
Q1 		$369K Hold
2,498
– – 0.01% 542
2025
Q4 		$370K Hold
2,498
– – 0.01% 531
2025
Q3 		$364K Hold
2,498
– – 0.01% 559
2025
Q2 		$355K Hold
2,498
– – 0.01% 564
2025
Q1 		$325K Hold
2,498
– – 0.01% 548
2024
Q4 		$334K Hold
2,498
– – 0.01% 541
2024
Q3 		$334K Hold
2,498
– – 0.01% 539
2024
Q2 		$298K Sell
2,498
-1,854
-43% -$226K 0.01% 553
2024
Q1 		$547K Hold
4,352
– – 0.02% 445
2023
Q4 		$498K Sell
4,352
-424
-9% -$44.3K 0.01% 457
2023
Q3 		$482K Buy
4,776
+136
+3% +$14.4K 0.02% 420
2023
Q2 		$492K Sell
4,640
-140
-3% -$14K 0.02% 401
2023
Q1 		$479K Sell
4,780
-271
-5% -$27.1K 0.02% 399
2022
Q4 		$487K Sell
5,051
-101
-2% -$9.53K 0.02% 405
2022
Q3 		$432K Hold
5,152
– – 0.02% 389
2022
Q2 		$454K Hold
5,152
– – 0.02% 391
2022
Q1 		$543K Hold
5,152
– – 0.02% 385
2021
Q4 		$581K Hold
5,152
– – 0.02% 373
2021
Q3 		$552K Hold
5,152
– – 0.02% 390
2021
Q2 		$572K Sell
5,152
-160
-3% -$17.7K 0.02% 385
2021
Q1 		$561K Hold
5,312
– – 0.02% 372
2020
Q4 		$516K Hold
5,312
– – 0.02% 325
2020
Q3 		$444K Buy
5,312
+160
+3% +$13K 0.02% 308
2020
Q2 		$388K Buy
5,152
+388
+8% +$27.2K 0.02% 302
2020
Q1 		$296K Sell
4,764
-132
-3% -$10.3K 0.02% 317
2019
Q4 		$410K Sell
4,896
-410
-8% -$33.4K 0.02% 346
2019
Q3 		$421K Sell
5,306
-352
-6% -$27.7K 0.03% 305
2019
Q2 		$448K Hold
5,658
– – 0.03% 305
2019
Q1 		$429K Sell
5,658
-512
-8% -$37.1K 0.03% 339
2018
Q4 		$397K Buy
+6,170
New +$433K 0.03% 352

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

Bailard's IYJ Position: Q2 2026 in Review

Bailard held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 2,498 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #546.

Bailard first reported a position in IYJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $581K in Q4 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Bailard held 2,498 shares of iShares US Industrials ETF worth $416K as of Q2 2026.
  • Bailard left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.01% of Bailard's portfolio in Q2 2026, its #546 holding.
  • Bailard first reported a position in iShares US Industrials ETF in Q4 2018 and has held it in 31 quarters since.
  • Bailard's iShares US Industrials ETF position peaked at $581K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.