Independent Advisor Alliance’s iShares US Industrials ETF IYJ Stock Holding History

Independent Advisor Alliance’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	-1,511	Closed	-$223K	–	1379
2026 Q1	$223K	Buy	+1,511	New	+$234K	﹤0.01%	1447
2025 Q1	–	Sell	-1,855	Closed	-$248K	–	1112
2024 Q4	$248K	Buy	+1,855	New	+$255K	﹤0.01%	1208
2021 Q3	–	Sell	-3,000	Closed	-$333K	–	655
2021 Q2	$333K	Hold	3,000	–	–	0.02%	483
2021 Q1	$317K	Buy	+3,000	New	+$301K	0.02%	476
2020 Q1	–	Sell	-2,674	Closed	-$224K	–	651
2019 Q4	$224K	Buy	+2,674	New	+$218K	0.01%	782

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

Independent Advisor Alliance's IYJ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 1,511 shares — an estimated $223K sold.

Independent Advisor Alliance first reported a position in IYJ in Q4 2019 and held it in 5 quarters. The position peaked at $333K in Q2 2021. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,511 iShares US Industrials ETF shares in Q2 2026, an estimated $223K.
Independent Advisor Alliance first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 5 quarters.
Independent Advisor Alliance's iShares US Industrials ETF position peaked at $333K in Q2 2021.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.