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TritonPoint Wealth’s iShares US Industrials ETF IYJ Stock Holding History

TritonPoint 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 		$1.22M Hold
7,330
– – 0.12% 118
2026
Q1 		$1.08M Sell
7,330
-275
-4% -$42.5K 0.12% 121
2025
Q4 		$1.13M Buy
7,605
+120
+2% +$17.5K 0.11% 117
2025
Q3 		$1.09M Sell
7,485
-1,368
-15% -$198K 0.09% 149
2025
Q2 		$1.26M Sell
8,853
-642
-7% -$85.5K 0.12% 140
2025
Q1 		$1.24M Buy
9,495
+86
+0.9% +$11.7K 0.12% 139
2024
Q4 		$1.26M Sell
9,409
-86
-0.9% -$11.8K 0.11% 134
2024
Q3 		$1.27M Sell
9,495
-145
-2% -$18.2K 0.12% 136
2024
Q2 		$1.15M Sell
9,640
-247
-2% -$30.1K 0.11% 140
2024
Q1 		$1.19M Sell
9,887
-1,445
-13% -$171K 0.12% 135
2023
Q4 		$1.3M Buy
+11,332
New +$1.19M 0.13% 133

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

TritonPoint Wealth's IYJ Position: Q2 2026 in Review

TritonPoint Wealth held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 7,330 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #118.

TritonPoint Wealth first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2023. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • TritonPoint Wealth held 7,330 shares of iShares US Industrials ETF worth $1.22M as of Q2 2026.
  • TritonPoint Wealth left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.12% of TritonPoint Wealth's portfolio in Q2 2026, its #118 holding.
  • TritonPoint Wealth first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's iShares US Industrials ETF position peaked at $1.3M in Q4 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.