Johnson Investment Counsel’s iShares US Industrials ETF IYJ Stock Holding History

Johnson Investment Counsel’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	-2,157	Closed	-$318K	–	851
2026 Q1	$318K	Sell	2,157 -3,030	-58%	-$469K	﹤0.01%	694
2025 Q4	$769K	Buy	+5,187	New	+$758K	0.01%	457
2023 Q2	–	Sell	-3,412	Closed	-$342K	–	679
2023 Q1	$342K	Hold	3,412	–	–	﹤0.01%	526
2022 Q4	$329K	Sell	3,412 -328	-9%	-$30.9K	﹤0.01%	534
2022 Q3	$313K	Sell	3,740 -476	-11%	-$44.6K	﹤0.01%	532
2022 Q2	$372K	Hold	4,216	–	–	0.01%	506
2022 Q1	$444K	Hold	4,216	–	–	0.01%	500
2021 Q4	$475K	Hold	4,216	–	–	0.01%	482
2021 Q3	$452K	Hold	4,216	–	–	0.01%	462
2021 Q2	$468K	Hold	4,216	–	–	0.01%	455
2021 Q1	$446K	Sell	4,216 -120	-3%	-$12K	0.01%	442
2020 Q4	$421K	Buy	4,336 +1,758	+68%	+$160K	0.01%	430
2020 Q3	$215K	Buy	+2,578	New	+$210K	﹤0.01%	538
2015 Q1	–	Sell	-3,940	Closed	-$209K	–	554
2014 Q4	$209K	Buy	+3,940	New	+$205K	0.01%	526

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

Johnson Investment Counsel's IYJ Position: Q2 2026 in Review

Johnson Investment Counsel sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 2,157 shares — an estimated $318K sold.

Johnson Investment Counsel first reported a position in IYJ in Q4 2014 and held it in 14 quarters. The position peaked at $769K in Q4 2025. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Johnson Investment Counsel reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
Johnson Investment Counsel sold 2,157 iShares US Industrials ETF shares in Q2 2026, an estimated $318K.
Johnson Investment Counsel first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 14 quarters.
Johnson Investment Counsel's iShares US Industrials ETF position peaked at $769K in Q4 2025.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.