Cerity Partners’s iShares US Industrials ETF IYJ Stock Holding History

Cerity Partners’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	$732K	Buy	4,393 +570	+15%	+$89.7K	﹤0.01%	2191
2026 Q1	$564K	Sell	3,823 -192	-5%	-$29.7K	﹤0.01%	2212
2025 Q4	$595K	Sell	4,015 -472	-11%	-$69K	﹤0.01%	1998
2025 Q3	$654K	Sell	4,487 -679	-13%	-$98.3K	﹤0.01%	1822
2025 Q2	$735K	Hold	5,166	–	–	﹤0.01%	1669
2025 Q1	$672K	Sell	5,166 -390	-7%	-$52.9K	﹤0.01%	1607
2024 Q4	$742K	Sell	5,556 -4,124	-43%	-$567K	﹤0.01%	1560
2024 Q3	$1.29M	Buy	+9,680	New	+$1.22M	﹤0.01%	1289
2024 Q1	–	Sell	-1,910	Closed	-$218K	–	2322
2023 Q4	$218K	Buy	+1,910	New	+$200K	﹤0.01%	1679

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

Cerity Partners's IYJ Position: Q2 2026 in Review

Cerity Partners increased its iShares US Industrials ETF (IYJ) stake by 15% in Q2 2026, buying an estimated $89.7K and bringing the position to 4,393 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Cerity Partners first reported a position in IYJ in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2024. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Cerity Partners held 4,393 shares of iShares US Industrials ETF worth $732K as of Q2 2026.
Cerity Partners bought 570 iShares US Industrials ETF shares in Q2 2026, an estimated $89.7K.
iShares US Industrials ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2191 holding.
Cerity Partners first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 9 quarters since.
Cerity Partners's iShares US Industrials ETF position peaked at $1.29M in Q3 2024.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.