CCM
IYJ icon

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

Coldstream 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 		$242K Hold
1,642
– – ﹤0.01% 1044
2025
Q4 		$243K Hold
1,642
– – ﹤0.01% 1008
2025
Q3 		$240K Hold
1,642
– – ﹤0.01% 1052
2025
Q2 		$234K Hold
1,642
– – ﹤0.01% 1002
2025
Q1 		$214K Hold
1,642
– – ﹤0.01% 976
2024
Q4 		$219K Hold
1,642
– – ﹤0.01% 973
2024
Q3 		$219K Buy
+1,642
New +$206K ﹤0.01% 990
2024
Q2 		– Sell
-1,642
Closed -$206K – 1015
2024
Q1 		$206K Buy
+1,642
New +$194K 0.01% 948

Other funds holding IYJ

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PCH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return