Aptus Capital Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Aptus Capital Advisors’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	$40.3K	Hold	242	–	–	﹤0.01%	1415
2026 Q1	$35.7K	Sell	242 -7	-3%	-$1.08K	﹤0.01%	1316
2025 Q4	$36.9K	Hold	249	–	–	﹤0.01%	1330
2025 Q3	$36.3K	Hold	249	–	–	﹤0.01%	1277
2025 Q2	$35.4K	Buy	249 +6	+2%	+$799	﹤0.01%	1217
2025 Q1	$31.6K	Buy	243 +17	+8%	+$2.31K	﹤0.01%	1153
2024 Q4	$30.2K	Buy	226 +196	+653%	+$27K	﹤0.01%	1159
2024 Q3	$4.01K	Hold	30	–	–	﹤0.01%	1154
2024 Q2	$3.58K	Hold	30	–	–	﹤0.01%	1090
2024 Q1	$3.77K	Hold	30	–	–	﹤0.01%	1103
2023 Q4	$3.43K	Hold	30	–	–	﹤0.01%	850
2023 Q3	$3.03K	Hold	30	–	–	﹤0.01%	853
2023 Q2	$3.18K	Hold	30	–	–	﹤0.01%	748
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	748
2022 Q4	$2.89K	Hold	30	–	–	﹤0.01%	750
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	727
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	630
2022 Q1	$3K	Buy	+30	New	+$3.17K	﹤0.01%	650

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

Aptus Capital Advisors's IYJ Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 242 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Aptus Capital Advisors first reported a position in IYJ in Q1 2022 and has held it in 18 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Aptus Capital Advisors held 242 shares of iShares US Industrials ETF worth $40.3K as of Q2 2026.
Aptus Capital Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1415 holding.
Aptus Capital Advisors first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 18 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.