Dale Q Rice Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Dale Q Rice Investment 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	$285K	Sell	1,708 -300	-15%	-$47.2K	0.15%	63
2026 Q1	$296K	Hold	2,008	–	–	0.22%	56
2025 Q4	$298K	Hold	2,008	–	–	0.21%	58
2025 Q3	$293K	Hold	2,008	–	–	0.21%	57
2025 Q2	$289K	Sell	2,008 -2,122	-51%	-$283K	0.24%	56
2025 Q1	$538K	Hold	4,130	–	–	0.28%	51
2024 Q4	$551K	Buy	+4,130	New	+$568K	0.24%	51

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

Dale Q Rice Investment Management's IYJ Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares US Industrials ETF (IYJ) stake by 15% in Q2 2026, selling an estimated $47.2K and leaving 1,708 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #63.

Dale Q Rice Investment Management first reported a position in IYJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q4 2024. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Dale Q Rice Investment Management held 1,708 shares of iShares US Industrials ETF worth $285K as of Q2 2026.
Dale Q Rice Investment Management sold 300 iShares US Industrials ETF shares in Q2 2026, an estimated $47.2K.
iShares US Industrials ETF made up 0.15% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #63 holding.
Dale Q Rice Investment Management first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's iShares US Industrials ETF position peaked at $551K in Q4 2024.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.