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EP Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

EP Wealth Advisors’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 		$732K Sell
4,394
-349
-7% -$54.9K ﹤0.01% 867
2026
Q1 		$700K Buy
4,743
+1
+0% +$155 ﹤0.01% 765
2025
Q4 		$703K Buy
+4,742
New +$693K ﹤0.01% 726
2025
Q2 		$245K Buy
1,719
+372
+28% +$49.6K ﹤0.01% 1138
2025
Q1 		$175K Hold
1,347
– – ﹤0.01% 1164
2024
Q4 		$180K Buy
+1,347
New +$185K ﹤0.01% 1108

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

EP Wealth Advisors's IYJ Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares US Industrials ETF (IYJ) stake by 7.4% in Q2 2026, selling an estimated $54.9K and leaving 4,394 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

EP Wealth Advisors first reported a position in IYJ in Q4 2024 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • EP Wealth Advisors held 4,394 shares of iShares US Industrials ETF worth $732K as of Q2 2026.
  • EP Wealth Advisors sold 349 iShares US Industrials ETF shares in Q2 2026, an estimated $54.9K.
  • iShares US Industrials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #867 holding.
  • EP Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.