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Waterloo Capital’s iShares US Industrials ETF IYJ Stock Holding History

Waterloo Capital’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 		$2.01M Buy
12,063
+16
+0.1% +$2.52K 0.11% 173
2026
Q1 		$1.78M Buy
12,047
+22
+0.2% +$3.4K 0.12% 154
2025
Q4 		$1.78M Buy
12,025
+22
+0.2% +$3.21K 0.13% 153
2025
Q3 		$1.75M Buy
12,003
+34
+0.3% +$4.92K 0.13% 154
2025
Q2 		$1.7M Buy
11,969
+23
+0.2% +$3.06K 0.14% 147
2025
Q1 		$1.56M Buy
11,946
+25
+0.2% +$3.39K 0.14% 146
2024
Q4 		$1.59M Buy
11,921
+32
+0.3% +$4.4K 0.17% 133
2024
Q3 		$1.59M Buy
11,889
+27
+0.2% +$3.4K 0.17% 130
2024
Q2 		$1.42M Buy
11,862
+26
+0.2% +$3.17K 0.17% 128
2024
Q1 		$1.49M Sell
11,836
-11,227
-49% -$1.33M 0.19% 113
2023
Q4 		$2.64M Buy
+23,063
New +$2.41M 0.43% 55

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

Waterloo Capital's IYJ Position: Q2 2026 in Review

Waterloo Capital increased its iShares US Industrials ETF (IYJ) stake by 0.13% in Q2 2026, buying an estimated $2.52K and bringing the position to 12,063 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #173.

Waterloo Capital first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q4 2023. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Waterloo Capital held 12,063 shares of iShares US Industrials ETF worth $2.01M as of Q2 2026.
  • Waterloo Capital bought 16 iShares US Industrials ETF shares in Q2 2026, an estimated $2.52K.
  • iShares US Industrials ETF made up 0.11% of Waterloo Capital's portfolio in Q2 2026, its #173 holding.
  • Waterloo Capital first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's iShares US Industrials ETF position peaked at $2.64M in Q4 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.