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Essex LLC’s iShares US Industrials ETF IYJ Stock Holding History

Essex LLC’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 		$1.81M Sell
10,850
-590
-5% -$92.9K 0.27% 60
2026
Q1 		$1.69M Buy
11,440
+198
+2% +$30.6K 0.3% 64
2025
Q4 		$1.67M Sell
11,242
-30
-0.3% -$4.38K 0.3% 62
2025
Q3 		$1.64M Sell
11,272
-310
-3% -$44.9K 0.3% 64
2025
Q2 		$1.65M Buy
11,582
+1,922
+20% +$256K 0.32% 65
2025
Q1 		$1.26M Sell
9,660
-525
-5% -$71.2K 0.27% 69
2024
Q4 		$1.36M Sell
10,185
-397
-4% -$54.6K 0.29% 67
2024
Q3 		$1.41M Sell
10,582
-448
-4% -$56.3K 0.29% 68
2024
Q2 		$1.32M Buy
11,030
+100
+0.9% +$12.2K 0.29% 67
2024
Q1 		$1.37M Sell
10,930
-215
-2% -$25.4K 0.32% 67
2023
Q4 		$1.27M Sell
11,145
-3,540
-24% -$370K 0.32% 68
2023
Q3 		$1.48M Sell
14,685
-3,784
-20% -$402K 0.42% 63
2023
Q2 		$1.96M Sell
18,469
-1,385
-7% -$138K 0.55% 51
2023
Q1 		$1.92M Hold
19,854
– – 0.58% 54
2022
Q4 		$1.92M Buy
19,854
+245
+1% +$23.1K 0.58% 54
2022
Q3 		$1.64M Buy
19,609
+370
+2% +$34.7K 0.54% 59
2022
Q2 		$1.7M Sell
19,239
-376
-2% -$36.1K 0.53% 60
2022
Q1 		$2.07M Sell
19,615
-550
-3% -$58K 0.56% 58
2021
Q4 		$2.27M Sell
20,165
-385
-2% -$42.7K 0.61% 52
2021
Q3 		$2.2M Buy
+20,550
New +$2.31M 0.61% 52

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

Essex LLC's IYJ Position: Q2 2026 in Review

Essex LLC reduced its iShares US Industrials ETF (IYJ) stake by 5.2% in Q2 2026, selling an estimated $92.9K and leaving 10,850 shares worth $1.81M. The position accounts for 0.27% of the portfolio, ranked #60.

Essex LLC first reported a position in IYJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.27M in Q4 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Essex LLC held 10,850 shares of iShares US Industrials ETF worth $1.81M as of Q2 2026.
  • Essex LLC sold 590 iShares US Industrials ETF shares in Q2 2026, an estimated $92.9K.
  • iShares US Industrials ETF made up 0.27% of Essex LLC's portfolio in Q2 2026, its #60 holding.
  • Essex LLC first reported a position in iShares US Industrials ETF in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's iShares US Industrials ETF position peaked at $2.27M in Q4 2021.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.