RFM
IYJ icon

Royal Fund Management’s iShares US Industrials ETF IYJ Stock Holding History

Royal Fund 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 		$400K Sell
2,403
-19
-0.8% -$2.99K 0.03% 228
2026
Q1 		$357K Sell
2,422
-245
-9% -$37.9K 0.03% 236
2025
Q4 		$395K Buy
+2,667
New +$390K 0.04% 227
2025
Q3 		– Sell
-2,875
Closed -$409K – 323
2025
Q2 		$409K Sell
2,875
-93,963
-97% -$12.5M 0.04% 237
2025
Q1 		$12.6M Buy
96,838
+32,627
+51% +$4.42M 1.4% 9
2024
Q4 		$8.57M Buy
64,211
+56,015
+683% +$7.71M 0.8% 27
2024
Q3 		$1.1M Sell
8,196
-9,733
-54% -$1.22M 0.07% 207
2024
Q2 		$2.16M Buy
17,929
+488
+3% +$59.5K 0.17% 124
2024
Q1 		$2.2M Buy
17,441
+1,050
+6% +$124K 0.22% 134
2023
Q4 		$1.88M Sell
16,391
-71,868
-81% -$7.52M 0.21% 135
2023
Q3 		$8.9M Buy
88,259
+24,581
+39% +$2.61M 1.21% 19
2023
Q2 		$6.75M Buy
63,678
+51,705
+432% +$5.17M 0.84% 28
2023
Q1 		$1.2M Buy
11,973
+4,440
+59% +$444K 0.17% 134
2022
Q4 		$727K Buy
+7,533
New +$710K 0.12% 147
2021
Q3 		– Sell
-2,316
Closed -$257K – 196
2021
Q2 		$257K Sell
2,316
-18
-0.8% -$1.99K 0.04% 166
2021
Q1 		$246K Buy
2,334
+18
+0.8% +$1.81K 0.05% 162
2020
Q4 		$224K Buy
+2,316
New +$211K 0.05% 157

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

Royal Fund Management's IYJ Position: Q2 2026 in Review

Royal Fund Management reduced its iShares US Industrials ETF (IYJ) stake by 0.78% in Q2 2026, selling an estimated $2.99K and leaving 2,403 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #228.

Royal Fund Management first reported a position in IYJ in Q4 2020 and has held it in 17 quarters since. The position peaked at $12.6M in Q1 2025. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Royal Fund Management held 2,403 shares of iShares US Industrials ETF worth $400K as of Q2 2026.
  • Royal Fund Management sold 19 iShares US Industrials ETF shares in Q2 2026, an estimated $2.99K.
  • iShares US Industrials ETF made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #228 holding.
  • Royal Fund Management first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 17 quarters since.
  • Royal Fund Management's iShares US Industrials ETF position peaked at $12.6M in Q1 2025.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.