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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
Q2 		– Sell
-4,132
Closed -$610K – 125
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 $1.89T 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

Vivaldi Capital Management's IYJ Position: Q2 2026 in Review

Vivaldi Capital Management sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 4,132 shares — an estimated $610K sold.

Vivaldi Capital Management first reported a position in IYJ in Q2 2025 and held it in 4 quarters. The position peaked at $612K in Q4 2025. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Vivaldi Capital Management reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 4,132 iShares US Industrials ETF shares in Q2 2026, an estimated $610K.
  • Vivaldi Capital Management first reported a position in iShares US Industrials ETF in Q2 2025 and held it in 4 quarters.
  • Vivaldi Capital Management's iShares US Industrials ETF position peaked at $612K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.