Private Trust Company’s iShares US Industrials ETF IYJ Stock Holding History

Private Trust Company’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	$20.5K	Hold	123	–	–	﹤0.01%	1776
2026 Q1	$18.2K	Hold	123	–	–	﹤0.01%	1737
2025 Q4	$18.2K	Sell	123 -1	-0.8%	-$146	﹤0.01%	1703
2025 Q3	$18.1K	Sell	124 -134	-52%	-$19.4K	﹤0.01%	1684
2025 Q2	$36.7K	Buy	258 +6	+2%	+$799	﹤0.01%	1338
2025 Q1	$32.8K	Sell	252 -37	-13%	-$5.02K	﹤0.01%	1359
2024 Q4	$38.6K	Buy	289 +79	+38%	+$10.9K	﹤0.01%	1269
2024 Q3	$28.1K	Sell	210 -250	-54%	-$31.4K	﹤0.01%	1344
2024 Q2	$54.9K	Sell	460 -50	-10%	-$6.09K	0.01%	1087
2024 Q1	$64.1K	Sell	510 -9	-2%	-$1.06K	0.01%	1016
2023 Q4	$59.4K	Buy	519 +13	+3%	+$1.36K	0.01%	1000
2023 Q3	$51K	Hold	506	–	–	0.01%	1003
2023 Q2	$53.7K	Hold	506	–	–	0.01%	1003
2023 Q1	$50.7K	Hold	506	–	–	0.01%	991
2022 Q4	$49K	Hold	506	–	–	0.01%	967
2022 Q3	$42K	Sell	506 -38	-7%	-$3.56K	0.01%	948
2022 Q2	$48K	Buy	+544	New	+$52.3K	0.01%	939

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

Private Trust Company's IYJ Position: Q2 2026 in Review

Private Trust Company held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 123 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Private Trust Company first reported a position in IYJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $64.1K in Q1 2024. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Private Trust Company held 123 shares of iShares US Industrials ETF worth $20.5K as of Q2 2026.
Private Trust Company left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1776 holding.
Private Trust Company first reported a position in iShares US Industrials ETF in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's iShares US Industrials ETF position peaked at $64.1K in Q1 2024.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.