HAP
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Harbor Asset Planning’s iShares US Industrials ETF IYJ Stock Holding History

Harbor Asset Planning’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 		– Sell
-268
Closed -$39.5K – 423
2026
Q1 		$39.5K Buy
268
+50
+23% +$7.74K 0.03% 230
2025
Q4 		$32.4K Hold
218
– – 0.03% 245
2025
Q3 		$31.8K Buy
218
+1
+0.5% +$145 0.03% 234
2025
Q2 		$30.9K Buy
+217
New +$28.9K 0.03% 229

Other funds holding IYJ

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM

Harbor Asset Planning's IYJ Position: Q2 2026 in Review

Harbor Asset Planning sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 268 shares — an estimated $39.5K sold.

Harbor Asset Planning first reported a position in IYJ in Q2 2025 and held it in 4 quarters. The position peaked at $39.5K in Q1 2026. 93 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Harbor Asset Planning reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 268 iShares US Industrials ETF shares in Q2 2026, an estimated $39.5K.
  • Harbor Asset Planning first reported a position in iShares US Industrials ETF in Q2 2025 and held it in 4 quarters.
  • Harbor Asset Planning's iShares US Industrials ETF position peaked at $39.5K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.