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Charter Oak Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Charter Oak Capital Management’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 		$579K Sell
3,922
-600
-13% -$92.8K 0.04% 112
2025
Q4 		$670K Sell
4,522
-45
-1% -$6.57K 0.05% 109
2025
Q3 		$666K Sell
4,567
-160
-3% -$23.2K 0.05% 106
2025
Q2 		$673K Sell
4,727
-7
-0.1% -$933 0.06% 100
2025
Q1 		$616K Sell
4,734
-363
-7% -$49.2K 0.06% 97
2024
Q4 		$681K Sell
5,097
-98
-2% -$13.5K 0.06% 92
2024
Q3 		$694K Buy
5,195
+170
+3% +$21.4K 0.06% 90
2024
Q2 		$600K Sell
5,025
-328
-6% -$40K 0.06% 90
2024
Q1 		$673K Hold
5,353
– – 0.07% 90
2023
Q4 		$612K Sell
5,353
-321
-6% -$33.6K 0.07% 87
2023
Q3 		$572K Sell
5,674
-91
-2% -$9.67K 0.08% 89
2023
Q2 		$611K Buy
5,765
+14
+0.2% +$1.4K 0.08% 92
2023
Q1 		$576K Buy
5,751
+1,402
+32% +$140K 0.08% 93
2022
Q4 		$419K Sell
4,349
-444
-9% -$41.9K 0.06% 111
2022
Q3 		$402K Sell
4,793
-2,862
-37% -$268K 0.06% 109
2022
Q2 		$675K Buy
7,655
+1,901
+33% +$183K 0.09% 92
2022
Q1 		$607K Buy
5,754
+346
+6% +$36.5K 0.07% 107
2021
Q4 		$610K Sell
5,408
-22
-0.4% -$2.44K 0.07% 111
2021
Q3 		$582K Sell
5,430
-33
-0.6% -$3.7K 0.07% 108
2021
Q2 		$607K Sell
5,463
-258
-5% -$28.5K 0.08% 103
2021
Q1 		$605K Buy
5,721
+237
+4% +$23.8K 0.09% 103
2020
Q4 		$532K Buy
+5,484
New +$501K 0.08% 107

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charter Oak Capital Management's IYJ Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares US Industrials ETF (IYJ) stake by 13% in Q1 2026, selling an estimated $92.8K and leaving 3,922 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #112.

Charter Oak Capital Management first reported a position in IYJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $694K in Q3 2024. 331 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Charter Oak Capital Management held 3,922 shares of iShares US Industrials ETF worth $579K as of Q1 2026.
  • Charter Oak Capital Management sold 600 iShares US Industrials ETF shares in Q1 2026, an estimated $92.8K.
  • iShares US Industrials ETF made up 0.04% of Charter Oak Capital Management's portfolio in Q1 2026, its #112 holding.
  • Charter Oak Capital Management first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares US Industrials ETF position peaked at $694K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.