Frank Rimerman Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Frank Rimerman 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	$4.08M	Hold	24,468	–	–	0.23%	67
2026 Q1	$3.61M	Hold	24,468	–	–	0.24%	71
2025 Q4	$3.63M	Hold	24,468	–	–	0.23%	72
2025 Q3	$3.57M	Hold	24,468	–	–	0.23%	70
2025 Q2	$3.48M	Hold	24,468	–	–	0.23%	68
2025 Q1	$3.19M	Hold	24,468	–	–	0.25%	67
2024 Q4	$3.27M	Hold	24,468	–	–	0.24%	68
2024 Q3	$3.27M	Hold	24,468	–	–	0.23%	69
2024 Q2	$2.92M	Hold	24,468	–	–	0.21%	84
2024 Q1	$3.08M	Hold	24,468	–	–	0.59%	25
2023 Q4	$2.8M	Hold	24,468	–	–	0.58%	25
2023 Q3	$2.47M	Sell	24,468 -1,148	-4%	-$122K	0.6%	23
2023 Q2	$2.72M	Hold	25,616	–	–	0.65%	23
2023 Q1	$2.57M	Hold	25,616	–	–	0.71%	25
2022 Q4	$2.47M	Hold	25,616	–	–	0.77%	21
2022 Q3	$2.15M	Hold	25,616	–	–	0.77%	21
2022 Q2	$2.26M	Hold	25,616	–	–	0.86%	23
2022 Q1	$2.7M	Sell	25,616 -800	-3%	-$84.4K	0.86%	19
2021 Q4	$2.98M	Hold	26,416	–	–	1%	18
2021 Q3	$2.83M	Hold	26,416	–	–	1.09%	17
2021 Q2	$2.94M	Hold	26,416	–	–	1.15%	15
2021 Q1	$2.79M	Hold	26,416	–	–	1.24%	15
2020 Q4	$2.56M	Buy	+26,416	New	+$2.41M	1.16%	16

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

Frank Rimerman Advisors's IYJ Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 24,468 shares worth $4.08M. The position accounts for 0.23% of the portfolio, ranked #67.

Frank Rimerman Advisors first reported a position in IYJ in Q4 2020 and has held it in 23 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Frank Rimerman Advisors held 24,468 shares of iShares US Industrials ETF worth $4.08M as of Q2 2026.
Frank Rimerman Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.23% of Frank Rimerman Advisors's portfolio in Q2 2026, its #67 holding.
Frank Rimerman Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 23 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.