Viewpoint Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Viewpoint Capital Management’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 Q1	$34.7K	Hold	235	–	–	0.02%	119
2025 Q4	$34.8K	Hold	235	–	–	0.02%	119
2025 Q3	$34.3K	Hold	235	–	–	0.02%	122
2025 Q2	$33.4K	Hold	235	–	–	0.02%	118
2025 Q1	$30.6K	Hold	235	–	–	0.02%	124
2024 Q4	$31.4K	Hold	235	–	–	0.02%	119
2024 Q3	$31.3K	Hold	235	–	–	0.02%	120
2024 Q2	$28.1K	Hold	235	–	–	0.02%	121
2024 Q1	$29.5K	Sell	235 -90	-28%	-$10.6K	0.02%	119
2023 Q4	$37.2K	Hold	325	–	–	0.03%	116
2023 Q3	$32.8K	Hold	325	–	–	0.03%	111
2023 Q2	$34.5K	Hold	325	–	–	0.03%	111
2023 Q1	$32.6K	Sell	325 -325	-50%	-$32.5K	0.03%	102
2022 Q4	$62.7K	Buy	+650	New	+$61.3K	0.06%	95

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Viewpoint Capital Management's IYJ Position: Q1 2026 in Review

Viewpoint Capital Management held its iShares US Industrials ETF (IYJ) position steady in Q1 2026 at 235 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #119.

Viewpoint Capital Management first reported a position in IYJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $62.7K in Q4 2022. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Viewpoint Capital Management held 235 shares of iShares US Industrials ETF worth $34.7K as of Q1 2026.
Viewpoint Capital Management left its iShares US Industrials ETF share count unchanged in Q1 2026.
iShares US Industrials ETF made up 0.02% of Viewpoint Capital Management's portfolio in Q1 2026, its #119 holding.
Viewpoint Capital Management first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 14 quarters since.
Viewpoint Capital Management's iShares US Industrials ETF position peaked at $62.7K in Q4 2022.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.