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

AE 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 		$226K Sell
1,354
-40,281
-97% -$6.34M ﹤0.01% 1651
2026
Q1 		$6.14M Buy
41,635
+40,594
+3,900% +$6.28M 0.03% 368
2025
Q4 		$154K Sell
1,041
-1,000
-49% -$146K ﹤0.01% 1581
2025
Q3 		$298K Sell
2,041
-40
-2% -$5.79K ﹤0.01% 1181
2025
Q2 		$296K Buy
2,081
+40
+2% +$5.33K ﹤0.01% 1124
2025
Q1 		$266K Sell
2,041
-589
-22% -$79.8K ﹤0.01% 1137
2024
Q4 		$351K Sell
2,630
-299
-10% -$41.1K ﹤0.01% 1030
2024
Q3 		$392K Sell
2,929
-51,120
-95% -$6.43M ﹤0.01% 950
2024
Q2 		$6.46M Sell
54,049
-1,649
-3% -$201K 0.06% 280
2024
Q1 		$7M Sell
55,698
-19,600
-26% -$2.32M 0.08% 255
2023
Q4 		$8.61M Buy
75,298
+49,929
+197% +$5.22M 0.04% 434
2023
Q3 		$2.56M Sell
25,369
-856
-3% -$90.9K 0.02% 764
2023
Q2 		$2.78M Sell
26,225
-39,295
-60% -$3.93M 0.02% 730
2023
Q1 		$6.56M Buy
65,520
+2,752
+4% +$275K 0.04% 444
2022
Q4 		$6.05M Buy
62,768
+24,157
+63% +$2.28M 0.04% 429
2022
Q3 		$3.23M Sell
38,611
-3,454
-8% -$324K 0.03% 543
2022
Q2 		$3.71M Buy
42,065
+949
+2% +$91.2K 0.03% 471
2022
Q1 		$4.33M Buy
41,116
+25,053
+156% +$2.64M 0.03% 484
2021
Q4 		$1.81M Buy
16,063
+616
+4% +$68.3K 0.01% 732
2021
Q3 		$1.66M Buy
15,447
+2,696
+21% +$303K 0.01% 705
2021
Q2 		$1.42M Buy
12,751
+2,549
+25% +$281K 0.01% 728
2021
Q1 		$1.08M Sell
10,202
-3,120
-23% -$313K 0.01% 744
2020
Q4 		$1.29M Buy
13,322
+1,604
+14% +$146K 0.01% 631
2020
Q3 		$979K Buy
+11,718
New +$953K 0.01% 643
2019
Q4 		– Sell
-4,006
Closed -$318K – 1158
2019
Q3 		$318K Sell
4,006
-47,620
-92% -$3.75M 0.01% 764
2019
Q2 		$4.08M Buy
+51,626
New +$3.99M 0.12% 147

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

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

AE Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 97% in Q2 2026, selling an estimated $6.34M and leaving 1,354 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

AE Wealth Management first reported a position in IYJ in Q2 2019 and has held it in 26 quarters since. The position peaked at $8.61M in Q4 2023. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • AE Wealth Management held 1,354 shares of iShares US Industrials ETF worth $226K as of Q2 2026.
  • AE Wealth Management sold 40,281 iShares US Industrials ETF shares in Q2 2026, an estimated $6.34M.
  • iShares US Industrials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1651 holding.
  • AE Wealth Management first reported a position in iShares US Industrials ETF in Q2 2019 and has held it in 26 quarters since.
  • AE Wealth Management's iShares US Industrials ETF position peaked at $8.61M in Q4 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.