Sequoia Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Sequoia Financial Advisors’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	$548K	Sell	3,291 -697	-17%	-$110K	﹤0.01%	1285
2026 Q1	$588K	Buy	3,988 +697	+21%	+$108K	﹤0.01%	1177
2025 Q4	$488K	Sell	3,291 -27	-0.8%	-$3.94K	﹤0.01%	1293
2025 Q3	$484K	Buy	3,318 +549	+20%	+$79.5K	﹤0.01%	1154
2025 Q2	$394K	Buy	2,769 +1,023	+59%	+$136K	﹤0.01%	1118
2025 Q1	$227K	Buy	+1,746	New	+$237K	﹤0.01%	1201

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

Sequoia Financial Advisors's IYJ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares US Industrials ETF (IYJ) stake by 17% in Q2 2026, selling an estimated $110K and leaving 3,291 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Sequoia Financial Advisors first reported a position in IYJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $588K in Q1 2026. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Sequoia Financial Advisors held 3,291 shares of iShares US Industrials ETF worth $548K as of Q2 2026.
Sequoia Financial Advisors sold 697 iShares US Industrials ETF shares in Q2 2026, an estimated $110K.
iShares US Industrials ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1285 holding.
Sequoia Financial Advisors first reported a position in iShares US Industrials ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares US Industrials ETF position peaked at $588K in Q1 2026.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.