One Charles Private Wealth Services’s iShares US Industrials ETF IYJ Stock Holding History

One Charles Private Wealth Services’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	$705K	Hold	4,230	–	–	0.16%	79
2026 Q1	$624K	Buy	4,230 +193	+5%	+$29.9K	0.16%	76
2025 Q4	$598K	Sell	4,037 -43	-1%	-$6.28K	0.15%	80
2025 Q3	$595K	Sell	4,080 -214	-5%	-$31K	0.16%	77
2025 Q2	$611K	Sell	4,294 -30	-0.7%	-$4K	0.17%	74
2025 Q1	$563K	Sell	4,324 -7	-0.2%	-$949	0.18%	68
2024 Q4	$578K	Sell	4,331 -15	-0.3%	-$2.06K	0.19%	68
2024 Q3	$581K	Sell	4,346 -353	-8%	-$44.4K	0.22%	70
2024 Q2	$561K	Buy	4,699 +63	+1%	+$7.68K	0.23%	71
2024 Q1	$583K	Sell	4,636 -170	-4%	-$20.1K	0.25%	69
2023 Q4	$550K	Buy	4,806 +1,753	+57%	+$183K	0.29%	68
2023 Q3	$308K	Buy	3,053 +119	+4%	+$12.6K	0.18%	86
2023 Q2	$311K	Buy	2,934 +735	+33%	+$73.4K	0.18%	92
2023 Q1	$220K	Buy	+2,199	New	+$220K	0.14%	113

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

One Charles Private Wealth Services's IYJ Position: Q2 2026 in Review

One Charles Private Wealth Services held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 4,230 shares worth $705K. The position accounts for 0.16% of the portfolio, ranked #79.

One Charles Private Wealth Services first reported a position in IYJ in Q1 2023 and has held it in 14 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

One Charles Private Wealth Services held 4,230 shares of iShares US Industrials ETF worth $705K as of Q2 2026.
One Charles Private Wealth Services left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.16% of One Charles Private Wealth Services's portfolio in Q2 2026, its #79 holding.
One Charles Private Wealth Services first reported a position in iShares US Industrials ETF in Q1 2023 and has held it in 14 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.