Sierra Summit Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Sierra Summit 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	$201K	Buy	+1,205	New	+$190K	0.02%	184

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

Sierra Summit Advisors's IYJ Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,205 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings.

340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Sierra Summit Advisors held 1,205 shares of iShares US Industrials ETF worth $201K as of Q2 2026.
iShares US Industrials ETF was a new Sierra Summit Advisors position in Q2 2026.
iShares US Industrials ETF made up 0.02% of Sierra Summit Advisors's portfolio in Q2 2026, its #184 holding.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.