Mill Creek Capital Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Mill Creek Capital 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 Q1	$325K	Hold	2,200	–	–	0.01%	203
2025 Q4	$326K	Hold	2,200	–	–	0.01%	203
2025 Q3	$321K	Hold	2,200	–	–	0.01%	211
2025 Q2	$313K	Hold	2,200	–	–	0.01%	208
2025 Q1	$286K	Hold	2,200	–	–	0.01%	220
2024 Q4	$294K	Hold	2,200	–	–	0.01%	214
2024 Q3	$294K	Hold	2,200	–	–	0.01%	206
2024 Q2	$263K	Hold	2,200	–	–	0.01%	223
2024 Q1	$277K	Hold	2,200	–	–	0.01%	199
2023 Q4	$252K	Hold	2,200	–	–	0.01%	209
2023 Q3	$222K	Hold	2,200	–	–	0.01%	204
2023 Q2	$233K	Hold	2,200	–	–	0.01%	214
2023 Q1	$220K	Hold	2,200	–	–	0.01%	220
2022 Q4	$212K	Buy	+2,200	New	+$207K	0.01%	210

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MML Investors Services

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

Raymond James Financial

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