Brown, Lisle/Cummings’s iShares US Industrials ETF IYJ Stock Holding History

Brown, Lisle/Cummings’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 Q1	$8.85K	Hold	60	–	–	﹤0.01%	598
2025 Q4	$8.89K	Hold	60	–	–	﹤0.01%	514
2025 Q3	$8.75K	Hold	60	–	–	﹤0.01%	518
2025 Q2	$8.54K	Hold	60	–	–	﹤0.01%	519
2025 Q1	$7.81K	Hold	60	–	–	﹤0.01%	516
2024 Q4	$8.01K	Hold	60	–	–	﹤0.01%	506
2024 Q3	$8.02K	Sell	60 -20	-25%	-$2.52K	﹤0.01%	483
2024 Q2	$9.55K	Sell	80 -20	-20%	-$2.44K	﹤0.01%	460
2024 Q1	$12.6K	Hold	100	–	–	﹤0.01%	417
2023 Q4	$11.4K	Hold	100	–	–	﹤0.01%	424
2023 Q3	$10.1K	Sell	100 -21	-17%	-$2.23K	﹤0.01%	406
2023 Q2	$12.8K	Buy	+121	New	+$12.1K	0.01%	394

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brown, Lisle/Cummings's IYJ Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares US Industrials ETF (IYJ) position steady in Q1 2026 at 60 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Brown, Lisle/Cummings first reported a position in IYJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.8K in Q2 2023. 331 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Brown, Lisle/Cummings held 60 shares of iShares US Industrials ETF worth $8.85K as of Q1 2026.
Brown, Lisle/Cummings left its iShares US Industrials ETF share count unchanged in Q1 2026.
iShares US Industrials ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #598 holding.
Brown, Lisle/Cummings first reported a position in iShares US Industrials ETF in Q2 2023 and has held it in 12 quarters since.
Brown, Lisle/Cummings's iShares US Industrials ETF position peaked at $12.8K in Q2 2023.
331 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.