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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's IYJ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares US Industrials ETF (IYJ) in Q1 2026: 1,511 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in IYJ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in IYJ in Q4 2019 and has held it in 5 quarters since. The position peaked at $333K in Q2 2021. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Independent Advisor Alliance held 1,511 shares of iShares US Industrials ETF worth $223K as of Q1 2026.
iShares US Industrials ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares US Industrials ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1447 holding.
Independent Advisor Alliance first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 5 quarters since.
Independent Advisor Alliance's iShares US Industrials ETF position peaked at $333K in Q2 2021.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.