Sovran Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Sovran 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	$729K	Hold	4,395	–	–	0.05%	297
2026 Q1	$697K	Hold	4,395	–	–	0.05%	295
2025 Q4	$684K	Hold	4,395	–	–	0.06%	289
2025 Q3	$642K	Sell	4,395 -1	-0%	-$145	0.06%	287
2025 Q2	$633K	Sell	4,396 -289	-6%	-$38.5K	0.07%	274
2025 Q1	$576K	Sell	4,685 -376	-7%	-$51K	0.07%	261
2024 Q4	$682K	Buy	+5,061	New	+$696K	0.1%	208

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

Sovran Advisors's IYJ Position: Q2 2026 in Review

Sovran Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 4,395 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #297.

Sovran Advisors first reported a position in IYJ in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Sovran Advisors held 4,395 shares of iShares US Industrials ETF worth $729K as of Q2 2026.
Sovran Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #297 holding.
Sovran Advisors first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 7 quarters since.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.