Capital Asset Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Capital Asset Advisory Services’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	–	Sell	-7,399	Closed	-$1.14M	–	311
2025 Q4	$1.14M	Buy	7,399 +138	+2%	+$20.2K	0.05%	131
2025 Q3	$1.06M	Buy	7,261 +1,933	+36%	+$280K	0.05%	132
2025 Q2	$764K	Buy	+5,328	New	+$710K	0.04%	148

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Asset Advisory Services's IYJ Position: Q1 2026 in Review

Capital Asset Advisory Services sold out of iShares US Industrials ETF (IYJ) in Q1 2026, closing a stake of 7,399 shares — an estimated $1.14M sold.

Capital Asset Advisory Services first reported a position in IYJ in Q2 2025 and held it in 3 quarters. The position peaked at $1.14M in Q4 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Capital Asset Advisory Services reported no remaining iShares US Industrials ETF position as of Q1 2026 after selling out during the quarter.
Capital Asset Advisory Services sold 7,399 iShares US Industrials ETF shares in Q1 2026, an estimated $1.14M.
Capital Asset Advisory Services first reported a position in iShares US Industrials ETF in Q2 2025 and held it in 3 quarters.
Capital Asset Advisory Services's iShares US Industrials ETF position peaked at $1.14M in Q4 2025.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.