Regatta Research & Money Management’s iShares US Industrials ETF IYJ Stock Holding History

Regatta Research & Money Management’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	$55.8K	Buy	+335	New	+$52.7K	0.05%	243

Other funds holding IYJ

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

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

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Regatta Research & Money Management's IYJ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 335 shares worth $55.8K. The stake represents 0.05% of the portfolio and ranks #243 among its holdings.

279 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Regatta Research & Money Management held 335 shares of iShares US Industrials ETF worth $55.8K as of Q2 2026.
iShares US Industrials ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Industrials ETF made up 0.05% of Regatta Research & Money Management's portfolio in Q2 2026, its #243 holding.
279 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.