Caldwell Sutter Capital’s iShares US Industrials ETF IYJ Stock Holding History

Caldwell Sutter Capital’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	$33.3K	Hold	200	–	–	0.01%	460
2026 Q1	$29.5K	Hold	200	–	–	0.01%	436
2025 Q4	$29.6K	Hold	200	–	–	0.01%	426
2025 Q3	$29.2K	Hold	200	–	–	0.01%	429
2025 Q2	$28.5K	Hold	200	–	–	0.01%	419
2025 Q1	$26K	Hold	200	–	–	0.01%	432
2024 Q4	$26.7K	Hold	200	–	–	0.01%	438
2024 Q3	$26.7K	Hold	200	–	–	0.01%	444
2024 Q2	$23.9K	Hold	200	–	–	0.01%	463
2024 Q1	$25.1K	Hold	200	–	–	0.01%	440
2023 Q4	$22.9K	Hold	200	–	–	0.01%	442
2023 Q3	$20.2K	Hold	200	–	–	0.01%	442
2023 Q2	$21.2K	Hold	200	–	–	0.01%	435
2023 Q1	$20K	Hold	200	–	–	0.01%	334
2022 Q4	$19.3K	Buy	+200	New	+$18.9K	0.02%	226

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

Caldwell Sutter Capital's IYJ Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 200 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #460.

Caldwell Sutter Capital 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.

Caldwell Sutter Capital held 200 shares of iShares US Industrials ETF worth $33.3K as of Q2 2026.
Caldwell Sutter Capital left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #460 holding.
Caldwell Sutter Capital 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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.