Concurrent Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Concurrent Investment Advisors’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 Q3	$745K	Buy	4,855 +1,165	+32%	+$189K	0.01%	1339
2026 Q2	$615K	Buy	3,690 +1,162	+46%	+$183K	0.01%	1288
2026 Q1	$373K	Sell	2,528 -22	-0.9%	-$3.4K	﹤0.01%	1369
2025 Q4	$378K	Buy	2,550 +656	+35%	+$95.8K	﹤0.01%	1273
2025 Q3	$276K	Hold	1,894	–	–	﹤0.01%	1185
2025 Q2	$270K	Sell	1,894 -76	-4%	-$10.1K	0.01%	1113
2025 Q1	$256K	Buy	+1,970	New	+$267K	0.01%	1003
2024 Q3	–	Sell	-40,520	Closed	-$4.84M	–	1122
2024 Q2	$4.84M	Buy	40,520 +314	+0.8%	+$38.3K	0.16%	140
2024 Q1	$5.05M	Buy	40,206 +740	+2%	+$87.4K	0.2%	114
2023 Q4	$4.51M	Buy	+39,466	New	+$4.13M	0.21%	108

Other funds holding IYJ

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

FRA

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Concurrent Investment Advisors's IYJ Position: Q3 2026 in Review

Concurrent Investment Advisors increased its iShares US Industrials ETF (IYJ) stake by 32% in Q3 2026, buying an estimated $189K and bringing the position to 4,855 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #1339.

Concurrent Investment Advisors first reported a position in IYJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.05M in Q1 2024. 48 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

Concurrent Investment Advisors held 4,855 shares of iShares US Industrials ETF worth $745K as of Q3 2026.
Concurrent Investment Advisors bought 1,165 iShares US Industrials ETF shares in Q3 2026, an estimated $189K.
iShares US Industrials ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1339 holding.
Concurrent Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares US Industrials ETF position peaked at $5.05M in Q1 2024.
48 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.