Shulman DeMeo Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Shulman DeMeo 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	$3.17M	Sell	19,003 -33	-0.2%	-$5.2K	0.59%	16
2026 Q1	$2.81M	Sell	19,036 -76	-0.4%	-$11.8K	0.6%	16
2025 Q4	$2.83M	Buy	19,112 +35	+0.2%	+$5.11K	0.64%	14
2025 Q3	$2.78M	Sell	19,077 -184	-1%	-$26.6K	0.64%	14
2025 Q2	$2.74M	Sell	19,261 -73	-0.4%	-$9.73K	0.68%	14
2025 Q1	$2.52M	Buy	19,334 +3	+0%	+$407	0.71%	13
2024 Q4	$2.58M	Buy	19,331 +53	+0.3%	+$7.29K	0.7%	14
2024 Q3	$2.58M	Sell	19,278 -57	-0.3%	-$7.17K	0.63%	15
2024 Q2	$2.31M	Sell	19,335 -13	-0.1%	-$1.58K	0.6%	16
2024 Q1	$2.43M	Buy	19,348 +38	+0.2%	+$4.49K	0.64%	15
2023 Q4	$2.21M	Buy	19,310 +116	+0.6%	+$12.1K	0.63%	13
2023 Q3	$1.94M	Hold	19,194	–	–	0.65%	12
2023 Q2	$2.04M	Buy	19,194 +51	+0.3%	+$5.09K	0.61%	13
2023 Q1	$1.92M	Buy	19,143 +52	+0.3%	+$5.2K	0.6%	14
2022 Q4	$1.84M	Buy	19,091 +114	+0.6%	+$10.8K	0.61%	14
2022 Q3	$1.59M	Hold	18,977	–	–	0.56%	14
2022 Q2	$1.67M	Buy	18,977 +48	+0.3%	+$4.61K	0.55%	17
2022 Q1	$2M	Buy	18,929 +46	+0.2%	+$4.85K	0.55%	15
2021 Q4	$2.13M	Buy	18,883 +80	+0.4%	+$8.87K	0.55%	15
2021 Q3	$2.02M	Buy	+18,803	New	+$2.11M	1.75%	8
2021 Q2	–	Sell	-18,510	Closed	-$1.96M	–	103
2021 Q1	$1.96M	Buy	18,510 +720	+4%	+$72.2K	0.53%	18
2020 Q4	$1.73M	Buy	17,790 +50	+0.3%	+$4.56K	0.49%	21
2020 Q3	$1.48M	Buy	17,740 +46	+0.3%	+$3.74K	0.5%	20
2020 Q2	$1.33M	Buy	17,694 +132	+0.8%	+$9.25K	0.52%	20
2020 Q1	$1.09M	Hold	17,562	–	–	0.51%	23
2019 Q4	$1.47M	Buy	17,562 +114	+0.7%	+$9.3K	0.51%	20
2019 Q3	$1.39M	Hold	17,448	–	–	0.46%	26
2019 Q2	$1.38M	Buy	17,448 +54	+0.3%	+$4.17K	0.51%	23
2019 Q1	$1.32M	Buy	+17,394	New	+$1.26M	0.5%	24

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

Shulman DeMeo Asset Management's IYJ Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares US Industrials ETF (IYJ) stake by 0.17% in Q2 2026, selling an estimated $5.2K and leaving 19,003 shares worth $3.17M. The position accounts for 0.59% of the portfolio, ranked #16.

Shulman DeMeo Asset Management first reported a position in IYJ in Q1 2019 and has held it in 29 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Shulman DeMeo Asset Management held 19,003 shares of iShares US Industrials ETF worth $3.17M as of Q2 2026.
Shulman DeMeo Asset Management sold 33 iShares US Industrials ETF shares in Q2 2026, an estimated $5.2K.
iShares US Industrials ETF made up 0.59% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #16 holding.
Shulman DeMeo Asset Management first reported a position in iShares US Industrials ETF in Q1 2019 and has held it in 29 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.