AWM
IYJ icon

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

Apollon 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
Q1 		$323K Sell
2,193
-198
-8% -$30.6K 0.01% 1073
2025
Q4 		$354K Sell
2,391
-297
-11% -$43.4K 0.01% 988
2025
Q3 		$392K Buy
2,688
+4
+0.1% +$579 0.01% 934
2025
Q2 		$382K Buy
2,684
+3
+0.1% +$400 0.01% 914
2025
Q1 		$349K Sell
2,681
-295
-10% -$40K 0.01% 895
2024
Q4 		$397K Buy
2,976
+58
+2% +$7.98K 0.01% 837
2024
Q3 		$390K Sell
2,918
-7,091
-71% -$892K 0.01% 815
2024
Q2 		$1.2M Buy
10,009
+4,706
+89% +$573K 0.04% 413
2024
Q1 		$667K Buy
5,303
+1,428
+37% +$169K 0.02% 594
2023
Q4 		$443K Buy
3,875
+803
+26% +$84K 0.02% 696
2023
Q3 		$310K Sell
3,072
-1,723
-36% -$183K 0.02% 689
2023
Q2 		$508K Buy
4,795
+1,727
+56% +$173K 0.02% 583
2023
Q1 		$307K Sell
3,068
-417
-12% -$41.7K 0.02% 673
2022
Q4 		$336K Buy
3,485
+110
+3% +$10.4K 0.02% 630
2022
Q3 		$283K Buy
3,375
+2
+0.1% +$187 0.02% 621
2022
Q2 		$297K Buy
3,373
+3
+0.1% +$288 0.02% 566
2022
Q1 		$355K Sell
3,370
-63
-2% -$6.65K 0.03% 545
2021
Q4 		$387K Buy
3,433
+587
+21% +$65.1K 0.03% 521
2021
Q3 		$305K Sell
2,846
-50
-2% -$5.61K 0.04% 348
2021
Q2 		$322K Buy
2,896
+304
+12% +$33.5K 0.06% 271
2021
Q1 		$274K Buy
+2,592
New +$260K 0.05% 281
2020
Q3 		– Sell
-318
Closed -$24K – 429
2020
Q2 		$24K Buy
+318
New +$22.3K 0.01% 342

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apollon Wealth Management's IYJ Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 8.3% in Q1 2026, selling an estimated $30.6K and leaving 2,193 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1073.

Apollon Wealth Management first reported a position in IYJ in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q2 2024. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Apollon Wealth Management held 2,193 shares of iShares US Industrials ETF worth $323K as of Q1 2026.
  • Apollon Wealth Management sold 198 iShares US Industrials ETF shares in Q1 2026, an estimated $30.6K.
  • iShares US Industrials ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1073 holding.
  • Apollon Wealth Management first reported a position in iShares US Industrials ETF in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's iShares US Industrials ETF position peaked at $1.2M in Q2 2024.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.