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Beaumont Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Beaumont Financial 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 		$256K Hold
1,534
– – 0.02% 332
2026
Q1 		$226K Hold
1,534
– – 0.02% 339
2025
Q4 		$227K Hold
1,534
– – 0.02% 342
2025
Q3 		$224K Hold
1,534
– – 0.02% 375
2025
Q2 		$218K Buy
+1,534
New +$204K 0.02% 355
2025
Q1 		– Sell
-1,534
Closed -$205K – 376
2024
Q4 		$205K Hold
1,534
– – 0.02% 358
2024
Q3 		$205K Buy
+1,534
New +$193K 0.02% 338
2023
Q3 		– Sell
-2,565
Closed -$257K – 337
2023
Q2 		$257K Hold
2,565
– – 0.02% 285
2023
Q1 		$257K Sell
2,565
-975
-28% -$97.5K 0.03% 270
2022
Q4 		$341K Buy
+3,540
New +$334K 0.03% 227
2018
Q4 		– Sell
-6,734
Closed -$526K – 222
2018
Q3 		$526K Hold
6,734
– – 0.05% 144
2018
Q2 		$484K Hold
6,734
– – 0.05% 136
2018
Q1 		$488K Buy
+6,734
New +$507K 0.05% 139
2017
Q1 		– Sell
-24,096
Closed -$1.45M – 195
2016
Q4 		$1.45M Sell
24,096
-45,750
-66% -$2.68M 0.22% 79
2016
Q3 		$3.99M Sell
69,846
-11,622
-14% -$660K 0.63% 63
2016
Q2 		$4.48M Buy
+81,468
New +$4.42M 0.73% 53
2014
Q3 		– Sell
-784,992
Closed -$40.7M – 174
2014
Q2 		$40.7M Sell
784,992
-871,992
-53% -$44.5M 2.88% 2
2014
Q1 		$83.4M Buy
1,656,984
+819,244
+98% +$40.8M 6.85% 1
2013
Q4 		$42.5M Sell
837,740
-599,106
-42% -$28.6M 3.49% 2
2013
Q3 		$65M Buy
1,436,846
+422,666
+42% +$18.6M 5.77% 1
2013
Q2 		$42.1M Buy
+1,014,180
New +$42M 3.89% 3

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

Beaumont Financial Advisors's IYJ Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 1,534 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #332.

Beaumont Financial Advisors first reported a position in IYJ in Q2 2013 and has held it in 21 quarters since. The position peaked at $83.4M in Q1 2014. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Beaumont Financial Advisors held 1,534 shares of iShares US Industrials ETF worth $256K as of Q2 2026.
  • Beaumont Financial Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #332 holding.
  • Beaumont Financial Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 21 quarters since.
  • Beaumont Financial Advisors's iShares US Industrials ETF position peaked at $83.4M in Q1 2014.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.