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Capital Analysts LLC’s iShares US Industrials ETF IYJ Stock Holding History

Capital Analysts LLC’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 		$113K Buy
680
+1
+0.1% +$157 ﹤0.01% 804
2026
Q1 		$100K Buy
679
+1
+0.1% +$155 ﹤0.01% 794
2025
Q4 		$100K Buy
678
+2
+0.3% +$292 ﹤0.01% 768
2025
Q3 		$99K Buy
676
+2
+0.3% +$290 ﹤0.01% 736
2025
Q2 		$96K Buy
674
+1
+0.1% +$133 ﹤0.01% 678
2025
Q1 		$88K Buy
673
+1
+0.1% +$136 ﹤0.01% 668
2024
Q4 		$90K Buy
672
+2
+0.3% +$275 ﹤0.01% 633
2024
Q3 		$90K Buy
670
+2
+0.3% +$251 ﹤0.01% 601
2024
Q2 		$80K Buy
668
+1
+0.1% +$122 ﹤0.01% 621
2024
Q1 		$84K Buy
667
+1
+0.2% +$118 ﹤0.01% 580
2023
Q4 		$76K Sell
666
-295
-31% -$30.9K ﹤0.01% 576
2023
Q3 		$97K Hold
961
– – 0.01% 493
2023
Q2 		$98K Sell
961
-1,311
-58% -$131K 0.01% 478
2023
Q1 		$228K Buy
2,272
+462
+26% +$46.2K 0.01% 365
2022
Q4 		$175K Buy
1,810
+11
+0.6% +$1.04K 0.01% 410
2022
Q3 		$151K Sell
1,799
-40
-2% -$3.75K 0.01% 391
2022
Q2 		$162K Buy
1,839
+5
+0.3% +$480 0.01% 365
2022
Q1 		$193K Buy
1,834
+4
+0.2% +$422 0.01% 344
2021
Q4 		$206K Buy
1,830
+7
+0.4% +$776 0.01% 340
2021
Q3 		$195K Sell
1,823
-13
-0.7% -$1.46K 0.01% 342
2021
Q2 		$204K Buy
1,836
+6
+0.3% +$662 0.01% 335
2021
Q1 		$193K Buy
+1,830
New +$184K 0.01% 344

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

Capital Analysts LLC's IYJ Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares US Industrials ETF (IYJ) stake by 0.15% in Q2 2026, buying an estimated $157 and bringing the position to 680 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Capital Analysts LLC first reported a position in IYJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $228K in Q1 2023. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Capital Analysts LLC held 680 shares of iShares US Industrials ETF worth $113K as of Q2 2026.
  • Capital Analysts LLC bought 1 iShares US Industrials ETF share in Q2 2026, an estimated $157.
  • iShares US Industrials ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #804 holding.
  • Capital Analysts LLC first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Analysts LLC's iShares US Industrials ETF position peaked at $228K in Q1 2023.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.