Modera Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Modera Wealth 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	$924K	Sell	5,542 -1	-0%	-$157	0.01%	362
2026 Q1	$818K	Buy	5,543 +1	+0%	+$155	0.01%	353
2025 Q4	$821K	Sell	5,542 -73	-1%	-$10.7K	0.01%	358
2025 Q3	$819K	Buy	5,615 +1	+0%	+$145	0.01%	365
2025 Q2	$799K	Buy	5,614 +676	+14%	+$90.1K	0.01%	360
2025 Q1	$643K	Buy	4,938 +1	+0%	+$136	0.01%	385
2024 Q4	$659K	Hold	4,937	–	–	0.01%	387
2024 Q3	$660K	Buy	4,937 +1	+0%	+$126	0.01%	363
2024 Q2	$590K	Hold	4,936	–	–	0.01%	371
2024 Q1	$620K	Buy	4,936 +210	+4%	+$24.8K	0.01%	365
2023 Q4	$540K	Hold	4,726	–	–	0.01%	365
2023 Q3	$477K	Sell	4,726 -99	-2%	-$10.5K	0.01%	368
2023 Q2	$512K	Buy	+4,825	New	+$482K	0.01%	377

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

Modera Wealth Management's IYJ Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 0.02% in Q2 2026, selling an estimated $157 and leaving 5,542 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #362.

Modera Wealth Management first reported a position in IYJ in Q2 2023 and has held it in 13 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Modera Wealth Management held 5,542 shares of iShares US Industrials ETF worth $924K as of Q2 2026.
Modera Wealth Management sold 1 iShares US Industrials ETF share in Q2 2026, an estimated $157.
iShares US Industrials ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #362 holding.
Modera Wealth Management first reported a position in iShares US Industrials ETF in Q2 2023 and has held it in 13 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.