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IYJ icon

&Partners’s iShares US Industrials ETF IYJ Stock Holding History

&Partners’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 		$246K Sell
1,475
-13
-0.9% -$2.05K ﹤0.01% 2257
2026
Q1 		$220K Buy
+1,488
New +$230K ﹤0.01% 2197
2025
Q3 		– Sell
-1,623
Closed -$231K – 2154
2025
Q2 		$231K Buy
+1,623
New +$216K ﹤0.01% 1763

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

&Partners's IYJ Position: Q2 2026 in Review

&Partners reduced its iShares US Industrials ETF (IYJ) stake by 0.87% in Q2 2026, selling an estimated $2.05K and leaving 1,475 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

&Partners first reported a position in IYJ in Q2 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • &Partners held 1,475 shares of iShares US Industrials ETF worth $246K as of Q2 2026.
  • &Partners sold 13 iShares US Industrials ETF shares in Q2 2026, an estimated $2.05K.
  • iShares US Industrials ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2257 holding.
  • &Partners first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.