Harbor Investment Advisory’s iShares US Industrials ETF IYJ Stock Holding History

Harbor Investment Advisory’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	$129K	Hold	775	–	–	0.01%	498
2026 Q1	$114K	Hold	775	–	–	0.01%	488
2025 Q4	$115K	Hold	775	–	–	0.01%	491
2025 Q3	$113K	Sell	775 -75	-9%	-$10.9K	0.01%	478
2025 Q2	$121K	Hold	850	–	–	0.01%	461
2025 Q1	$111K	Hold	850	–	–	0.01%	454
2024 Q4	$113K	Hold	850	–	–	0.01%	433
2024 Q3	$114K	Hold	850	–	–	0.01%	435
2024 Q2	$102K	Sell	850 -125	-13%	-$15.2K	0.01%	437
2024 Q1	$123K	Hold	975	–	–	0.01%	407
2023 Q4	$112K	Buy	975 +125	+15%	+$13.1K	0.01%	401
2023 Q3	$85.8K	Hold	850	–	–	0.01%	427
2023 Q2	$90.1K	Hold	850	–	–	0.01%	533
2023 Q1	$85.1K	Hold	850	–	–	0.01%	542
2022 Q4	$82K	Hold	850	–	–	0.01%	540
2022 Q3	$71K	Sell	850 -1,427	-63%	-$134K	0.01%	563
2022 Q2	$201K	Buy	2,277 +847	+59%	+$81.4K	0.03%	335
2022 Q1	$151K	Buy	1,430 +1,280	+853%	+$135K	0.02%	431
2021 Q4	$17K	Hold	150	–	–	﹤0.01%	964
2021 Q3	$16K	Hold	150	–	–	﹤0.01%	976
2021 Q2	$17K	Hold	150	–	–	﹤0.01%	930
2021 Q1	$16K	Hold	150	–	–	﹤0.01%	907
2020 Q4	$15K	Hold	150	–	–	﹤0.01%	865
2020 Q3	$13K	Hold	150	–	–	﹤0.01%	815
2020 Q2	$11K	Hold	150	–	–	﹤0.01%	762
2020 Q1	$9K	Hold	150	–	–	﹤0.01%	760
2019 Q4	$13K	Buy	+150	New	+$12.2K	﹤0.01%	597

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

Harbor Investment Advisory's IYJ Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 775 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #498.

Harbor Investment Advisory first reported a position in IYJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $201K in Q2 2022. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Harbor Investment Advisory held 775 shares of iShares US Industrials ETF worth $129K as of Q2 2026.
Harbor Investment Advisory left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #498 holding.
Harbor Investment Advisory first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's iShares US Industrials ETF position peaked at $201K in Q2 2022.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.