CI
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CX Institutional’s iShares US Industrials ETF IYJ Stock Holding History

CX Institutional’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 		$4.78M Buy
28,672
+1,656
+6% +$261K 0.14% 161
2026
Q1 		$3.99M Buy
27,016
+2,982
+12% +$461K 0.12% 185
2025
Q4 		$3.56M Buy
24,034
+1,722
+8% +$252K 0.11% 160
2025
Q3 		$3.25M Sell
22,312
-1,896
-8% -$275K 0.1% 169
2025
Q2 		$3.44M Buy
24,208
+4,424
+22% +$589K 0.12% 157
2025
Q1 		$2.58M Buy
19,784
+1,252
+7% +$170K 0.1% 168
2024
Q4 		$2.47M Buy
18,532
+5,600
+43% +$770K 0.1% 163
2024
Q3 		$1.73M Buy
12,932
+91
+0.7% +$11.4K 0.08% 207
2024
Q2 		$1.53M Sell
12,841
-376
-3% -$45.8K 0.07% 219
2024
Q1 		$1.66M Sell
13,217
-22,358
-63% -$2.64M 0.08% 209
2023
Q4 		$4.07M Buy
+35,575
New +$3.72M 0.22% 125
2023
Q3 		– Sell
-2,481
Closed -$263K – 519
2023
Q2 		$263K Buy
2,481
+139
+6% +$13.9K 0.01% 457
2023
Q1 		$235K Sell
2,342
-460
-16% -$46K 0.01% 446
2022
Q4 		$270K Sell
2,802
-49,576
-95% -$4.68M 0.02% 449
2022
Q3 		$4.39M Buy
52,378
+35,123
+204% +$3.29M 0.3% 87
2022
Q2 		$1.52M Buy
17,255
+15,229
+752% +$1.46M 0.11% 208
2022
Q1 		$214K Buy
+2,026
New +$214K 0.02% 350
2021
Q4 		– Sell
-876
Closed -$94K – 640
2021
Q3 		$94K Sell
876
-554
-39% -$62.2K 0.01% 458
2021
Q2 		$159K Sell
1,430
-358
-20% -$39.5K 0.01% 368
2021
Q1 		$189K Sell
1,788
-17,327
-91% -$1.74M 0.02% 309
2020
Q4 		$1.86M Buy
+19,115
New +$1.74M 0.18% 160

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CX Institutional's IYJ Position: Q2 2026 in Review

CX Institutional increased its iShares US Industrials ETF (IYJ) stake by 6.1% in Q2 2026, buying an estimated $261K and bringing the position to 28,672 shares worth $4.78M. The position accounts for 0.14% of the portfolio, ranked #161.

CX Institutional first reported a position in IYJ in Q4 2020 and has held it in 21 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • CX Institutional held 28,672 shares of iShares US Industrials ETF worth $4.78M as of Q2 2026.
  • CX Institutional bought 1,656 iShares US Industrials ETF shares in Q2 2026, an estimated $261K.
  • iShares US Industrials ETF made up 0.14% of CX Institutional's portfolio in Q2 2026, its #161 holding.
  • CX Institutional first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 21 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.