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

Empirical 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	$1.44M	Sell	8,653 -73	-0.8%	-$11.5K	0.32%	88
2026 Q1	$1.29M	Sell	8,726 -136	-2%	-$21K	0.34%	79
2025 Q4	$1.31M	Sell	8,862 -404	-4%	-$59K	0.37%	69
2025 Q3	$1.35M	Buy	9,266 +48	+0.5%	+$6.95K	0.38%	61
2025 Q2	$1.31M	Buy	9,218 +56	+0.6%	+$7.46K	0.41%	60
2025 Q1	$1.19M	Sell	9,162 -213	-2%	-$28.9K	0.41%	58
2024 Q4	$1.25M	Sell	9,375 -347	-4%	-$47.7K	0.42%	61
2024 Q3	$1.3M	Buy	9,722 +109	+1%	+$13.7K	0.46%	59
2024 Q2	$1.15M	Buy	9,613 +4,003	+71%	+$488K	0.43%	46
2024 Q1	$705K	Buy	+5,610	New	+$663K	0.34%	79

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

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

Empirical Asset Management reduced its iShares US Industrials ETF (IYJ) stake by 0.84% in Q2 2026, selling an estimated $11.5K and leaving 8,653 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #88.

Empirical Asset Management first reported a position in IYJ in Q1 2024 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Empirical Asset Management held 8,653 shares of iShares US Industrials ETF worth $1.44M as of Q2 2026.
Empirical Asset Management sold 73 iShares US Industrials ETF shares in Q2 2026, an estimated $11.5K.
iShares US Industrials ETF made up 0.32% of Empirical Asset Management's portfolio in Q2 2026, its #88 holding.
Empirical Asset Management first reported a position in iShares US Industrials ETF in Q1 2024 and has held it in 10 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.