Cresset Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Cresset Asset 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	$329K	Sell	1,974 -622	-24%	-$97.9K	﹤0.01%	1343
2026 Q1	$383K	Buy	2,596 +796	+44%	+$123K	﹤0.01%	1177
2025 Q4	$267K	Hold	1,800	–	–	﹤0.01%	1349
2025 Q3	$263K	Hold	1,800	–	–	﹤0.01%	1302
2025 Q2	$256K	Hold	1,800	–	–	﹤0.01%	1203
2025 Q1	$234K	Hold	1,800	–	–	﹤0.01%	1451
2024 Q4	$240K	Sell	1,800 -4,138	-70%	-$569K	﹤0.01%	1472
2024 Q3	$794K	Sell	5,938 -17,054	-74%	-$2.14M	﹤0.01%	1281
2024 Q2	$2.75M	Buy	22,992 +17,884	+350%	+$2.18M	0.01%	594
2024 Q1	$642K	Hold	5,108	–	–	﹤0.01%	1211
2023 Q4	$584K	Hold	5,108	–	–	﹤0.01%	1147
2023 Q3	$517K	Hold	5,108	–	–	﹤0.01%	1166
2023 Q2	$542K	Buy	5,108 +2,928	+134%	+$293K	﹤0.01%	1236
2023 Q1	$218K	Hold	2,180	–	–	﹤0.01%	723
2022 Q4	$210K	Buy	+2,180	New	+$206K	﹤0.01%	626
2022 Q2	–	Sell	-2,177	Closed	-$229K	–	1025
2022 Q1	$229K	Buy	2,177 +1	+0%	+$106	﹤0.01%	870
2021 Q4	$245K	Buy	+2,176	New	+$241K	﹤0.01%	966
2021 Q2	–	Sell	-3,445	Closed	-$364K	–	1049
2021 Q1	$364K	Buy	+3,445	New	+$346K	0.01%	587

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

Cresset Asset Management's IYJ Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares US Industrials ETF (IYJ) stake by 24% in Q2 2026, selling an estimated $97.9K and leaving 1,974 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Cresset Asset Management first reported a position in IYJ in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.75M in Q2 2024. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Cresset Asset Management held 1,974 shares of iShares US Industrials ETF worth $329K as of Q2 2026.
Cresset Asset Management sold 622 iShares US Industrials ETF shares in Q2 2026, an estimated $97.9K.
iShares US Industrials ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1343 holding.
Cresset Asset Management first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 18 quarters since.
Cresset Asset Management's iShares US Industrials ETF position peaked at $2.75M in Q2 2024.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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