Harmony Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Harmony Asset Management’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	$232K	Sell	1,389 -40	-3%	-$6.3K	0.06%	190
2026 Q1	$211K	Sell	1,429 -221	-13%	-$34.2K	0.06%	187
2025 Q4	$244K	Sell	1,650 -11,186	-87%	-$1.63M	0.08%	160
2025 Q3	$1.87M	Buy	12,836 +2,645	+26%	+$383K	0.64%	44
2025 Q2	$1.45M	Sell	10,191 -588	-5%	-$78.3K	0.54%	54
2025 Q1	$1.4M	Sell	10,779 -324	-3%	-$43.9K	0.59%	49
2024 Q4	$1.48M	Sell	11,103 -4,577	-29%	-$630K	0.59%	46
2024 Q3	$2.1M	Buy	15,680 +2,144	+16%	+$270K	0.77%	40
2024 Q2	$1.62M	Buy	13,536 +821	+6%	+$100K	0.68%	42
2024 Q1	$1.6M	Buy	12,715 +3,850	+43%	+$455K	0.66%	44
2023 Q4	$1.01M	Buy	+8,865	New	+$927K	0.43%	60

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

Harmony Asset Management's IYJ Position: Q2 2026 in Review

Harmony Asset Management reduced its iShares US Industrials ETF (IYJ) stake by 2.8% in Q2 2026, selling an estimated $6.3K and leaving 1,389 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #190.

Harmony Asset Management first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q3 2024. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Harmony Asset Management held 1,389 shares of iShares US Industrials ETF worth $232K as of Q2 2026.
Harmony Asset Management sold 40 iShares US Industrials ETF shares in Q2 2026, an estimated $6.3K.
iShares US Industrials ETF made up 0.06% of Harmony Asset Management's portfolio in Q2 2026, its #190 holding.
Harmony Asset Management first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's iShares US Industrials ETF position peaked at $2.1M in Q3 2024.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.