Three Seasons Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Three Seasons Wealth’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	–	Sell	-31,293	Closed	-$4.62M	–	206
2026 Q1	$4.62M	Buy	+31,293	New	+$4.84M	1.76%	12
2024 Q4	–	Sell	-3,230	Closed	-$432K	–	133
2024 Q3	$432K	Sell	3,230 -297	-8%	-$37.3K	0.23%	81
2024 Q2	$421K	Sell	3,527 -30,067	-90%	-$3.66M	0.23%	67
2024 Q1	$4.16M	Buy	33,594 +10,439	+45%	+$1.23M	2.91%	11
2023 Q4	$2.65M	Buy	+23,155	New	+$2.42M	2.33%	12

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

Three Seasons Wealth's IYJ Position: Q2 2026 in Review

Three Seasons Wealth sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 31,293 shares — an estimated $4.62M sold.

Three Seasons Wealth first reported a position in IYJ in Q4 2023 and held it in 5 quarters. The position peaked at $4.62M in Q1 2026. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Three Seasons Wealth reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
Three Seasons Wealth sold 31,293 iShares US Industrials ETF shares in Q2 2026, an estimated $4.62M.
Three Seasons Wealth first reported a position in iShares US Industrials ETF in Q4 2023 and held it in 5 quarters.
Three Seasons Wealth's iShares US Industrials ETF position peaked at $4.62M in Q1 2026.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.