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

Vivaldi 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 		$610K Hold
4,132
– – 0.08% 143
2025
Q4 		$612K Hold
4,132
– – 0.08% 137
2025
Q3 		$603K Hold
4,132
– – 0.09% 138
2025
Q2 		$588K Buy
+4,132
New +$551K 0.09% 139

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Vivaldi Capital Management held its iShares US Industrials ETF (IYJ) position steady in Q1 2026 at 4,132 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #143.

Vivaldi Capital Management first reported a position in IYJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $612K in Q4 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Vivaldi Capital Management held 4,132 shares of iShares US Industrials ETF worth $610K as of Q1 2026.
  • Vivaldi Capital Management left its iShares US Industrials ETF share count unchanged in Q1 2026.
  • iShares US Industrials ETF made up 0.08% of Vivaldi Capital Management's portfolio in Q1 2026, its #143 holding.
  • Vivaldi Capital Management first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • Vivaldi Capital Management's iShares US Industrials ETF position peaked at $612K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.