O'Shaughnessy Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

O'Shaughnessy Asset Management’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	$541K	Sell	3,244 -906	-22%	-$143K	﹤0.01%	1567
2026 Q1	$612K	Buy	4,150 +679	+20%	+$105K	﹤0.01%	1434
2025 Q4	$514K	Hold	3,471	–	–	﹤0.01%	1491
2025 Q3	$506K	Sell	3,471 -42	-1%	-$6.08K	﹤0.01%	1478
2025 Q2	$500K	Sell	3,513 -277	-7%	-$36.9K	﹤0.01%	1379
2025 Q1	$493K	Sell	3,790 -121	-3%	-$16.4K	﹤0.01%	1325
2024 Q4	$522K	Hold	3,911	–	–	﹤0.01%	1265
2024 Q3	$535K	Buy	3,911 +3,319	+561%	+$417K	﹤0.01%	1201
2024 Q2	$70.7K	Sell	592 -966	-62%	-$118K	﹤0.01%	1674
2024 Q1	$196K	Hold	1,558	–	–	﹤0.01%	1512
2023 Q4	$178K	Hold	1,558	–	–	﹤0.01%	1431
2023 Q3	$157K	Hold	1,558	–	–	﹤0.01%	1325
2023 Q2	$165K	Hold	1,558	–	–	﹤0.01%	1239
2023 Q1	$156K	Hold	1,558	–	–	﹤0.01%	1232
2022 Q4	$150K	Sell	1,558 -231	-13%	-$21.8K	﹤0.01%	1150
2022 Q3	$150K	Sell	1,789 -238	-12%	-$22.3K	﹤0.01%	1116
2022 Q2	$179K	Buy	2,027 +517	+34%	+$49.7K	﹤0.01%	1051
2022 Q1	$159K	Buy	1,510 +592	+64%	+$62.5K	﹤0.01%	1100
2021 Q4	$103K	Hold	918	–	–	﹤0.01%	1124
2021 Q3	$98K	Hold	918	–	–	﹤0.01%	1377
2021 Q2	$102K	Hold	918	–	–	﹤0.01%	1293
2021 Q1	$97K	Hold	918	–	–	﹤0.01%	1204
2020 Q4	$89K	Hold	918	–	–	﹤0.01%	1106
2020 Q3	$77K	Buy	+918	New	+$74.6K	﹤0.01%	981

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

O'Shaughnessy Asset Management's IYJ Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Industrials ETF (IYJ) stake by 22% in Q2 2026, selling an estimated $143K and leaving 3,244 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

O'Shaughnessy Asset Management first reported a position in IYJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $612K in Q1 2026. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

O'Shaughnessy Asset Management held 3,244 shares of iShares US Industrials ETF worth $541K as of Q2 2026.
O'Shaughnessy Asset Management sold 906 iShares US Industrials ETF shares in Q2 2026, an estimated $143K.
iShares US Industrials ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1567 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Industrials ETF in Q3 2020 and has held it in 24 quarters since.
O'Shaughnessy Asset Management's iShares US Industrials ETF position peaked at $612K in Q1 2026.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.