Sonata Capital Group’s iShares US Industrials ETF IYJ Stock Holding History

Sonata Capital Group’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	$267K	Sell	1,600 -400	-20%	-$63K	0.09%	120
2026 Q1	$295K	Hold	2,000	–	–	0.11%	99
2025 Q4	$296K	Hold	2,000	–	–	0.11%	99
2025 Q3	$292K	Hold	2,000	–	–	0.11%	102
2025 Q2	$285K	Hold	2,000	–	–	0.11%	101
2025 Q1	$260K	Hold	2,000	–	–	0.11%	100
2024 Q4	$267K	Hold	2,000	–	–	0.11%	99
2024 Q3	$267K	Sell	2,000 -400	-17%	-$50.3K	0.11%	102
2024 Q2	$287K	Hold	2,400	–	–	0.15%	77
2024 Q1	$302K	Hold	2,400	–	–	0.14%	97
2023 Q4	$274K	Hold	2,400	–	–	0.14%	94
2023 Q3	$242K	Hold	2,400	–	–	0.13%	95
2023 Q2	$254K	Hold	2,400	–	–	0.13%	95
2023 Q1	$240K	Hold	2,400	–	–	0.13%	95
2022 Q4	$232K	Hold	2,400	–	–	0.13%	98
2022 Q3	$201K	Hold	2,400	–	–	0.11%	104
2022 Q2	$212K	Hold	2,400	–	–	0.11%	103
2022 Q1	$253K	Hold	2,400	–	–	0.11%	107
2021 Q4	$271K	Hold	2,400	–	–	0.11%	106
2021 Q3	$257K	Hold	2,400	–	–	0.12%	113
2021 Q2	$267K	Hold	2,400	–	–	0.12%	113
2021 Q1	$254K	Hold	2,400	–	–	0.12%	116
2020 Q4	$233K	Hold	2,400	–	–	0.12%	116
2020 Q3	$201K	Buy	+2,400	New	+$195K	0.12%	116
2020 Q1	–	Sell	-2,400	Closed	-$201K	–	110
2019 Q4	$201K	Buy	+2,400	New	+$196K	0.12%	112
2019 Q3	–	Sell	-3,400	Closed	-$269K	–	110
2019 Q2	$269K	Hold	3,400	–	–	0.19%	90
2019 Q1	$258K	Hold	3,400	–	–	0.19%	88
2018 Q4	$219K	Sell	3,400 -300	-8%	-$21.1K	0.18%	93
2018 Q3	$289K	Sell	3,700 -2,200	-37%	-$167K	0.2%	89
2018 Q2	$424K	Hold	5,900	–	–	0.3%	69
2018 Q1	$428K	Sell	5,900 -1,000	-14%	-$75.2K	0.31%	70
2017 Q4	$508K	Sell	6,900 -300	-4%	-$21.4K	0.37%	62
2017 Q3	$499K	Hold	7,200	–	–	0.37%	66
2017 Q2	$473K	Hold	7,200	–	–	0.35%	66
2017 Q1	$453K	Hold	7,200	–	–	0.34%	64
2016 Q4	$434K	Hold	7,200	–	–	0.34%	64
2016 Q3	$412K	Hold	7,200	–	–	0.34%	67
2016 Q2	$396K	Hold	7,200	–	–	0.34%	64
2016 Q1	$385K	Sell	7,200 -200	-3%	-$9.94K	0.33%	69
2015 Q4	$381K	Sell	7,400 -1,400	-16%	-$72.8K	0.33%	72
2015 Q3	$424K	Sell	8,800 -2,700	-23%	-$138K	0.39%	60
2015 Q2	$606K	Sell	11,500 -1,400	-11%	-$76.1K	0.52%	45
2015 Q1	$696K	Sell	12,900 -400	-3%	-$21.4K	0.61%	40
2014 Q4	$709K	Buy	+13,300	New	+$691K	0.64%	39

Other funds holding IYJ

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonata Capital Group's IYJ Position: Q2 2026 in Review

Sonata Capital Group reduced its iShares US Industrials ETF (IYJ) stake by 20% in Q2 2026, selling an estimated $63K and leaving 1,600 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #120.

Sonata Capital Group first reported a position in IYJ in Q4 2014 and has held it in 44 quarters since. The position peaked at $709K in Q4 2014. 136 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Sonata Capital Group held 1,600 shares of iShares US Industrials ETF worth $267K as of Q2 2026.
Sonata Capital Group sold 400 iShares US Industrials ETF shares in Q2 2026, an estimated $63K.
iShares US Industrials ETF made up 0.09% of Sonata Capital Group's portfolio in Q2 2026, its #120 holding.
Sonata Capital Group first reported a position in iShares US Industrials ETF in Q4 2014 and has held it in 44 quarters since.
Sonata Capital Group's iShares US Industrials ETF position peaked at $709K in Q4 2014.
136 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.