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Lakeshore Capital Group’s iShares US Industrials ETF IYJ Stock Holding History

Lakeshore Capital Group’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 		$636K Sell
3,819
-18
-0.5% -$2.83K 0.47% 55
2026
Q1 		$566K Sell
3,837
-50
-1% -$7.74K 0.46% 61
2025
Q4 		$576K Sell
3,887
-44
-1% -$6.43K 0.46% 62
2025
Q3 		$573K Buy
3,931
+17
+0.4% +$2.46K 0.46% 63
2025
Q2 		$557K Sell
3,914
-262
-6% -$34.9K 0.49% 61
2025
Q1 		$544K Buy
+4,176
New +$566K 0.52% 60

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Lakeshore Capital Group's IYJ Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares US Industrials ETF (IYJ) stake by 0.47% in Q2 2026, selling an estimated $2.83K and leaving 3,819 shares worth $636K. The position accounts for 0.47% of the portfolio, ranked #55.

Lakeshore Capital Group first reported a position in IYJ in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Lakeshore Capital Group held 3,819 shares of iShares US Industrials ETF worth $636K as of Q2 2026.
  • Lakeshore Capital Group sold 18 iShares US Industrials ETF shares in Q2 2026, an estimated $2.83K.
  • iShares US Industrials ETF made up 0.47% of Lakeshore Capital Group's portfolio in Q2 2026, its #55 holding.
  • Lakeshore Capital Group first reported a position in iShares US Industrials ETF in Q1 2025 and has held it in 6 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.