Great Valley Advisor Group’s iShares US Industrials ETF IYJ Stock Holding History

Great Valley Advisor Group’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	$330K	Buy	1,980 +2	+0.1%	+$315	0.01%	826
2026 Q1	$292K	Sell	1,978 -262	-12%	-$40.5K	0.01%	833
2025 Q4	$331K	Sell	2,240 -442	-16%	-$64.6K	0.01%	751
2025 Q3	$391K	Buy	2,682 +5	+0.2%	+$724	0.01%	698
2025 Q2	$381K	Buy	2,677 +717	+37%	+$95.5K	0.01%	676
2025 Q1	$255K	Buy	1,960 +2	+0.1%	+$271	0.01%	773
2024 Q4	$261K	Sell	1,958 -13	-0.7%	-$1.79K	0.01%	733
2024 Q3	$263K	Buy	1,971 +2	+0.1%	+$251	0.01%	728
2024 Q2	$235K	Sell	1,969 -8	-0.4%	-$975	0.01%	709
2024 Q1	$249K	Buy	+1,977	New	+$234K	0.01%	648
2020 Q1	–	Sell	-17,132	Closed	-$1.44M	–	351
2019 Q4	$1.44M	Sell	17,132 -1,226	-7%	-$100K	0.32%	92
2019 Q3	$1.46M	Sell	18,358 -634	-3%	-$49.9K	0.35%	87
2019 Q2	$1.5M	Buy	+18,992	New	+$1.47M	0.38%	85

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

Great Valley Advisor Group's IYJ Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares US Industrials ETF (IYJ) stake by 0.1% in Q2 2026, buying an estimated $315 and bringing the position to 1,980 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #826.

Great Valley Advisor Group first reported a position in IYJ in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.5M in Q2 2019. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Great Valley Advisor Group held 1,980 shares of iShares US Industrials ETF worth $330K as of Q2 2026.
Great Valley Advisor Group bought 2 iShares US Industrials ETF shares in Q2 2026, an estimated $315.
iShares US Industrials ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #826 holding.
Great Valley Advisor Group first reported a position in iShares US Industrials ETF in Q2 2019 and has held it in 13 quarters since.
Great Valley Advisor Group's iShares US Industrials ETF position peaked at $1.5M in Q2 2019.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.