TRUE Private Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

TRUE Private Wealth 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	$212K	Buy	+1,274	New	+$201K	0.02%	265
2024 Q4	–	Sell	-1,575	Closed	-$211K	–	232
2024 Q3	$211K	Buy	+1,575	New	+$198K	0.03%	203
2021 Q1	–	Sell	-1,264	Closed	-$122K	–	470
2020 Q4	$122K	Hold	1,264	–	–	0.02%	250
2020 Q3	$105K	Hold	1,264	–	–	0.02%	242
2020 Q2	$95K	Hold	1,264	–	–	0.02%	242
2020 Q1	$78K	Buy	1,264 +2	+0.2%	+$156	0.02%	238
2019 Q4	$105K	Buy	+1,262	New	+$103K	0.02%	282
2019 Q3	–	Sell	-1,262	Closed	-$99K	–	484
2019 Q2	$99K	Buy	+1,262	New	+$97.5K	0.02%	262
2018 Q4	–	Sell	-1,408	Closed	-$110K	–	593
2018 Q3	$110K	Buy	+1,408	New	+$107K	0.02%	343

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

TRUE Private Wealth Advisors's IYJ Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,274 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in IYJ as recently as Q3 2024.

TRUE Private Wealth Advisors first reported a position in IYJ in Q3 2018 and has held it in 9 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

TRUE Private Wealth Advisors held 1,274 shares of iShares US Industrials ETF worth $212K as of Q2 2026.
iShares US Industrials ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
iShares US Industrials ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #265 holding.
TRUE Private Wealth Advisors first reported a position in iShares US Industrials ETF in Q3 2018 and has held it in 9 quarters since.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.