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 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

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

Concurrent Investment Advisors's IYJ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Industrials ETF (IYJ) stake by 46% in Q2 2026, buying an estimated $183K and bringing the position to 3,690 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #1288.

Concurrent Investment Advisors first reported a position in IYJ in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.05M in Q1 2024. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Concurrent Investment Advisors held 3,690 shares of iShares US Industrials ETF worth $615K as of Q2 2026.
Concurrent Investment Advisors bought 1,162 iShares US Industrials ETF shares in Q2 2026, an estimated $183K.
iShares US Industrials ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1288 holding.
Concurrent Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 9 quarters since.
Concurrent Investment Advisors's iShares US Industrials ETF position peaked at $5.05M in Q1 2024.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.