DLCIG
IYJ icon

D.L. Carlson Investment Group’s iShares US Industrials ETF IYJ Stock Holding History

D.L. Carlson Investment Group’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 		$805K Sell
4,830
-293
-6% -$46.1K 0.13% 91
2026
Q1 		$756K Sell
5,123
-331
-6% -$51.2K 0.13% 92
2025
Q4 		$808K Sell
5,454
-818
-13% -$120K 0.14% 91
2025
Q3 		$915K Sell
6,272
-783
-11% -$113K 0.15% 90
2025
Q2 		$1M Sell
7,055
-514
-7% -$68.5K 0.18% 89
2025
Q1 		$985K Sell
7,569
-912
-11% -$124K 0.19% 94
2024
Q4 		$1.13M Sell
8,481
-1,933
-19% -$266K 0.2% 90
2024
Q3 		$1.39M Sell
10,414
-1,510
-13% -$190K 0.25% 88
2024
Q2 		$1.42M Sell
11,924
-50
-0.4% -$6.09K 0.27% 88
2024
Q1 		$1.51M Sell
11,974
-657
-5% -$77.6K 0.29% 83
2023
Q4 		$1.5M Sell
12,631
-1,635
-11% -$171K 0.31% 78
2023
Q3 		$1.44M Sell
14,266
-798
-5% -$84.8K 0.29% 77
2023
Q2 		$1.6M Buy
15,064
+422
+3% +$42.2K 0.31% 77
2023
Q1 		$1.47M Sell
14,642
-692
-5% -$69.2K 0.33% 74
2022
Q4 		$1.48M Sell
15,334
-5,022
-25% -$474K 0.32% 74
2022
Q3 		$1.71M Sell
20,356
-1,902
-9% -$178K 0.37% 70
2022
Q2 		$1.96M Sell
22,258
-930
-4% -$89.3K 0.41% 70
2022
Q1 		$2.44M Sell
23,188
-16,671
-42% -$1.76M 0.41% 70
2021
Q4 		$4.49M Sell
39,859
-298
-0.7% -$33K 0.72% 54
2021
Q3 		$4.3M Sell
40,157
-860
-2% -$96.5K 0.75% 52
2021
Q2 		$4.56M Buy
41,017
+276
+0.7% +$30.5K 0.79% 51
2021
Q1 		$4.31M Buy
40,741
+16,687
+69% +$1.67M 0.79% 55
2020
Q4 		$2.34M Buy
24,054
+20,420
+562% +$1.86M 0.42% 71
2020
Q3 		$304K Buy
+3,634
New +$295K 0.06% 114

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

D.L. Carlson Investment Group's IYJ Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its iShares US Industrials ETF (IYJ) stake by 5.7% in Q2 2026, selling an estimated $46.1K and leaving 4,830 shares worth $805K. The position accounts for 0.13% of the portfolio, ranked #91.

D.L. Carlson Investment Group first reported a position in IYJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.56M in Q2 2021. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • D.L. Carlson Investment Group held 4,830 shares of iShares US Industrials ETF worth $805K as of Q2 2026.
  • D.L. Carlson Investment Group sold 293 iShares US Industrials ETF shares in Q2 2026, an estimated $46.1K.
  • iShares US Industrials ETF made up 0.13% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #91 holding.
  • D.L. Carlson Investment Group first reported a position in iShares US Industrials ETF in Q3 2020 and has held it in 24 quarters since.
  • D.L. Carlson Investment Group's iShares US Industrials ETF position peaked at $4.56M in Q2 2021.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.