OneDigital Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

OneDigital Investment 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	$693K	Buy	4,695 +3	+0.1%	+$464	0.01%	821
2025 Q4	$695K	Buy	4,692 +3	+0.1%	+$438	0.01%	810
2025 Q3	$684K	Buy	4,689 +5	+0.1%	+$724	0.01%	802
2025 Q2	$667K	Buy	4,684 +3	+0.1%	+$400	0.01%	794
2025 Q1	$609K	Sell	4,681 -1,544	-25%	-$209K	0.01%	783
2024 Q4	$831K	Sell	6,225 -1,788	-22%	-$246K	0.01%	696
2024 Q3	$1.07M	Buy	8,013 +6,127	+325%	+$770K	0.01%	629
2024 Q2	$225K	Buy	1,886 +3	+0.2%	+$366	﹤0.01%	1238
2024 Q1	$237K	Buy	1,883 +3	+0.2%	+$354	﹤0.01%	983
2023 Q4	$215K	Buy	+1,880	New	+$197K	﹤0.01%	1035

Other funds holding IYJ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

OneDigital Investment Advisors's IYJ Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.06% in Q1 2026, buying an estimated $464 and bringing the position to 4,695 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #821.

OneDigital Investment Advisors first reported a position in IYJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2024. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

OneDigital Investment Advisors held 4,695 shares of iShares US Industrials ETF worth $693K as of Q1 2026.
OneDigital Investment Advisors bought 3 iShares US Industrials ETF shares in Q1 2026, an estimated $464.
iShares US Industrials ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #821 holding.
OneDigital Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 10 quarters since.
OneDigital Investment Advisors's iShares US Industrials ETF position peaked at $1.07M in Q3 2024.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.