BOLTON SECURITIES CORPORATION’s iShares US Industrials ETF IYJ Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$15.3K	Hold	100	–	–	﹤0.01%	1687
2026 Q2	$16.7K	Sell	100 -1,127	-92%	-$177K	﹤0.01%	1672
2026 Q1	$181K	Buy	1,227 +1,127	+1,127%	+$174K	0.01%	835
2025 Q4	$14.8K	Hold	100	–	–	﹤0.01%	1504
2025 Q3	$14.6K	Hold	100	–	–	﹤0.01%	1463
2025 Q2	$14.2K	Hold	100	–	–	﹤0.01%	1406
2025 Q1	$13K	Buy	+100	New	+$13.6K	﹤0.01%	1375

Other funds holding IYJ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IYJ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares US Industrials ETF (IYJ) position steady in Q3 2026 at 100 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

BOLTON SECURITIES CORPORATION first reported a position in IYJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $181K in Q1 2026. 292 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

BOLTON SECURITIES CORPORATION held 100 shares of iShares US Industrials ETF worth $15.3K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its iShares US Industrials ETF share count unchanged in Q3 2026.
iShares US Industrials ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1687 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares US Industrials ETF in Q1 2025 and has held it in 7 quarters since.
BOLTON SECURITIES CORPORATION's iShares US Industrials ETF position peaked at $181K in Q1 2026.
292 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.