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 Q2	$274K	Hold	1,642	–	–	﹤0.01%	1006
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

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

Coldstream Capital Management's IYJ Position: Q2 2026 in Review

Coldstream Capital Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 1,642 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Coldstream Capital Management first reported a position in IYJ in Q1 2024 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Coldstream Capital Management held 1,642 shares of iShares US Industrials ETF worth $274K as of Q2 2026.
Coldstream Capital Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1006 holding.
Coldstream Capital Management first reported a position in iShares US Industrials ETF in Q1 2024 and has held it in 9 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.