Abound Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Abound Wealth 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	$135K	Hold	813	–	–	0.03%	130
2026 Q1	$120K	Hold	813	–	–	0.03%	135
2025 Q4	$120K	Hold	813	–	–	0.03%	120
2025 Q3	$119K	Hold	813	–	–	0.03%	120
2025 Q2	$116K	Hold	813	–	–	0.03%	114
2025 Q1	$106K	Hold	813	–	–	0.04%	106
2024 Q4	$109K	Hold	813	–	–	0.03%	98
2024 Q3	$109K	Buy	+813	New	+$102K	0.04%	98
2023 Q1	–	Sell	-11	Closed	-$1.06K	–	736
2022 Q4	$1.06K	Buy	+11	New	+$1.04K	﹤0.01%	612

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Abound Wealth Management's IYJ Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 813 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #130.

Abound Wealth Management first reported a position in IYJ in Q4 2022 and has held it in 9 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Abound Wealth Management held 813 shares of iShares US Industrials ETF worth $135K as of Q2 2026.
Abound Wealth Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #130 holding.
Abound Wealth Management first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 9 quarters since.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.