Legacy Edge Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Legacy Edge Advisors’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	$18.9M	Buy	113,634 +3,328	+3%	+$524K	1.74%	17
2026 Q1	$16.3M	Buy	110,306 +6,270	+6%	+$970K	1.71%	16
2025 Q4	$15.4M	Buy	104,036 +6,001	+6%	+$877K	1.69%	17
2025 Q3	$14.3M	Buy	98,035 +6,203	+7%	+$898K	1.68%	17
2025 Q2	$13.1M	Sell	91,832 -8,718	-9%	-$1.16M	1.75%	16
2025 Q1	$13.1M	Buy	100,550 +1,532	+2%	+$208K	2.04%	16
2024 Q4	$13.2M	Sell	99,018 -2,329	-2%	-$320K	2.1%	19
2024 Q3	$13.5M	Buy	101,347 +11,570	+13%	+$1.45M	2.16%	19
2024 Q2	$10.7M	Buy	89,777 +10,022	+13%	+$1.22M	1.98%	19
2024 Q1	$10M	Buy	79,755 +11,714	+17%	+$1.38M	2.09%	17
2023 Q4	$7.78M	Buy	+68,041	New	+$7.12M	1.78%	18

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

Legacy Edge Advisors's IYJ Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares US Industrials ETF (IYJ) stake by 3% in Q2 2026, buying an estimated $524K and bringing the position to 113,634 shares worth $18.9M. The position accounts for 1.74% of the portfolio, ranked #17.

Legacy Edge Advisors first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Legacy Edge Advisors held 113,634 shares of iShares US Industrials ETF worth $18.9M as of Q2 2026.
Legacy Edge Advisors bought 3,328 iShares US Industrials ETF shares in Q2 2026, an estimated $524K.
iShares US Industrials ETF made up 1.74% of Legacy Edge Advisors's portfolio in Q2 2026, its #17 holding.
Legacy Edge Advisors first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.