Osaic Holdings
IYJ icon

Osaic Holdings’s iShares US Industrials ETF IYJ Stock Holding History

Osaic Holdings’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 		$16.6M Sell
99,762
-2,180
-2% -$343K 0.02% 743
2026
Q1 		$15M Buy
101,942
+3,477
+4% +$538K 0.02% 684
2025
Q4 		$14.6M Sell
98,465
-238
-0.2% -$34.8K 0.02% 727
2025
Q3 		$14.4M Buy
98,703
+820
+0.8% +$119K 0.02% 793
2025
Q2 		$13.9M Buy
97,883
+5,637
+6% +$751K 0.02% 656
2025
Q1 		$12M Buy
92,246
+47
+0.1% +$6.37K 0.03% 612
2024
Q4 		$12.3M Buy
92,199
+580
+0.6% +$79.8K 0.03% 576
2024
Q3 		$12.2M Sell
91,619
-5,319
-5% -$669K 0.03% 593
2024
Q2 		$11.6M Buy
96,938
+22,655
+30% +$2.76M 0.03% 577
2024
Q1 		$9.32M Buy
74,283
+34,944
+89% +$4.13M 0.02% 725
2023
Q4 		$4.5M Sell
39,339
-19,501
-33% -$2.04M 0.01% 1263
2023
Q3 		$5.94M Buy
58,840
+17,630
+43% +$1.87M 0.01% 1204
2023
Q2 		$4.37M Sell
41,210
-44,553
-52% -$4.45M 0.01% 1283
2023
Q1 		$8.58M Sell
85,763
-34,421
-29% -$3.44M 0.02% 835
2022
Q4 		$11.6M Buy
120,184
+81,445
+210% +$7.68M 0.02% 666
2022
Q3 		$3.25M Sell
38,739
-3,367
-8% -$315K 0.01% 1281
2022
Q2 		$3.72M Sell
42,106
-44,143
-51% -$4.24M 0.01% 1236
2022
Q1 		$8.93M Sell
86,249
-23,391
-21% -$2.47M 0.02% 816
2021
Q4 		$12.4M Sell
109,640
-8,597
-7% -$953K 0.02% 627
2021
Q3 		$12.7M Sell
118,237
-60,678
-34% -$6.81M 0.03% 569
2021
Q2 		$19.9M Buy
178,915
+38,213
+27% +$4.22M 0.04% 389
2021
Q1 		$14.9M Buy
140,702
+33,374
+31% +$3.35M 0.04% 444
2020
Q4 		$10.4M Buy
107,328
+84,870
+378% +$7.75M 0.03% 505
2020
Q3 		$1.88M Sell
22,458
-1,036
-4% -$84.2K 0.01% 1350
2020
Q2 		$1.77M Sell
23,494
-1,512
-6% -$106K 0.01% 1322
2020
Q1 		$1.55M Buy
+25,006
New +$1.95M 0.01% 1225

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Osaic Holdings's IYJ Position: Q2 2026 in Review

Osaic Holdings reduced its iShares US Industrials ETF (IYJ) stake by 2.1% in Q2 2026, selling an estimated $343K and leaving 99,762 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #743.

Osaic Holdings first reported a position in IYJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.9M in Q2 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Osaic Holdings held 99,762 shares of iShares US Industrials ETF worth $16.6M as of Q2 2026.
  • Osaic Holdings sold 2,180 iShares US Industrials ETF shares in Q2 2026, an estimated $343K.
  • iShares US Industrials ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #743 holding.
  • Osaic Holdings first reported a position in iShares US Industrials ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares US Industrials ETF position peaked at $19.9M in Q2 2021.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.