Beacon Pointe Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Beacon Pointe Advisors’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	$1.32M	Buy	7,939 +1,118	+16%	+$176K	0.01%	914
2026 Q1	$1.01M	Sell	6,821 -797	-10%	-$123K	0.01%	992
2025 Q4	$1.13M	Buy	7,618 +1,192	+19%	+$174K	0.01%	798
2025 Q3	$937K	Sell	6,426 -74	-1%	-$10.7K	0.01%	779
2025 Q2	$925K	Hold	6,500	–	–	0.01%	691
2025 Q1	$846K	Hold	6,500	–	–	0.01%	680
2024 Q4	$868K	Hold	6,500	–	–	0.01%	675
2024 Q3	$869K	Hold	6,500	–	–	0.01%	669
2024 Q2	$776K	Hold	6,500	–	–	0.01%	712
2024 Q1	$817K	Hold	6,500	–	–	0.01%	748
2023 Q4	$743K	Sell	6,500 -500	-7%	-$52.3K	0.01%	765
2023 Q3	$706K	Buy	7,000 +200	+3%	+$21.2K	0.01%	742
2023 Q2	$721K	Sell	6,800 -200	-3%	-$20K	0.01%	613
2023 Q1	$701K	Sell	7,000 -2,300	-25%	-$230K	0.01%	646
2022 Q4	$897K	Buy	+9,300	New	+$877K	0.02%	529

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

Beacon Pointe Advisors's IYJ Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares US Industrials ETF (IYJ) stake by 16% in Q2 2026, buying an estimated $176K and bringing the position to 7,939 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #914.

Beacon Pointe Advisors first reported a position in IYJ in Q4 2022 and has held it in 15 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Beacon Pointe Advisors held 7,939 shares of iShares US Industrials ETF worth $1.32M as of Q2 2026.
Beacon Pointe Advisors bought 1,118 iShares US Industrials ETF shares in Q2 2026, an estimated $176K.
iShares US Industrials ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #914 holding.
Beacon Pointe Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 15 quarters since.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.