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 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 $1.66T 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