Oakworth Capital’s iShares US Industrials ETF IYJ Stock Holding History

Oakworth Capital’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	$133K	Hold	799	–	–	0.01%	323
2026 Q1	$118K	Hold	799	–	–	0.01%	335
2025 Q4	$118K	Hold	799	–	–	0.01%	315
2025 Q3	$117K	Hold	799	–	–	0.01%	318
2025 Q2	$114K	Hold	799	–	–	0.01%	274
2025 Q1	$104K	Hold	799	–	–	0.01%	288
2024 Q4	$107K	Hold	799	–	–	0.01%	282
2024 Q3	$107K	Buy	799 +788	+7,164%	+$99.1K	0.01%	267
2024 Q2	$1.31K	Hold	11	–	–	﹤0.01%	686
2024 Q1	$1.38K	Hold	11	–	–	﹤0.01%	651
2023 Q4	$1.26K	Hold	11	–	–	﹤0.01%	652
2023 Q3	$1.11K	Hold	11	–	–	﹤0.01%	569
2023 Q2	$1.17K	Hold	11	–	–	﹤0.01%	604
2023 Q1	$1.1K	Hold	11	–	–	﹤0.01%	559
2022 Q4	$1.06K	Buy	+11	New	+$1.04K	﹤0.01%	544

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

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

Oakworth Capital's IYJ Position: Q2 2026 in Review

Oakworth Capital held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 799 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #323.

Oakworth Capital first reported a position in IYJ in Q4 2022 and has held it in 15 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Oakworth Capital held 799 shares of iShares US Industrials ETF worth $133K as of Q2 2026.
Oakworth Capital left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #323 holding.
Oakworth Capital first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 15 quarters since.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.