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Arkadios Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Arkadios Wealth 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 		$1.28M Buy
7,675
+1,552
+25% +$244K 0.02% 716
2026
Q1 		$903K Buy
6,123
+305
+5% +$47.2K 0.01% 838
2025
Q4 		$862K Buy
5,818
+1,094
+23% +$160K 0.02% 763
2025
Q3 		$689K Buy
4,724
+199
+4% +$28.8K 0.02% 803
2025
Q2 		$644K Sell
4,525
-359
-7% -$47.8K 0.02% 754
2025
Q1 		$636K Buy
4,884
+1,682
+53% +$228K 0.02% 620
2024
Q4 		$428K Buy
3,202
+329
+11% +$45.3K 0.02% 606
2024
Q3 		$384K Sell
2,873
-272
-9% -$34.2K 0.02% 639
2024
Q2 		$376K Buy
+3,145
New +$383K 0.03% 562
2023
Q4 		– Sell
-2,417
Closed -$244K – 746
2023
Q3 		$244K Sell
2,417
-1,293
-35% -$137K 0.02% 561
2023
Q2 		$393K Sell
3,710
-826
-18% -$82.5K 0.05% 366
2023
Q1 		$454K Buy
4,536
+213
+5% +$21.3K 0.05% 326
2022
Q4 		$417K Sell
4,323
-417
-9% -$39.3K 0.06% 321
2022
Q3 		$397K Sell
4,740
-4,693
-50% -$440K 0.06% 321
2022
Q2 		$831K Sell
9,433
-520
-5% -$50K 0.12% 198
2022
Q1 		$1.05M Buy
9,953
+6,337
+175% +$669K 0.14% 180
2021
Q4 		$408K Buy
3,616
+269
+8% +$29.8K 0.05% 377
2021
Q3 		$358K Buy
3,347
+4
+0.1% +$449 0.05% 361
2021
Q2 		$371K Buy
3,343
+604
+22% +$66.6K 0.05% 397
2021
Q1 		$289K Buy
2,739
+326
+14% +$32.7K 0.05% 347
2020
Q4 		$234K Buy
2,413
+3
+0.1% +$274 0.05% 302
2020
Q3 		$213K Sell
2,410
-438
-15% -$35.6K 0.11% 165
2020
Q2 		$217K Sell
2,848
-2,090
-42% -$146K 0.12% 149
2020
Q1 		$307K Sell
4,938
-14
-0.3% -$1.09K 0.2% 118
2019
Q4 		$431K Buy
+4,952
New +$404K 0.26% 92

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

Arkadios Wealth Advisors's IYJ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 25% in Q2 2026, buying an estimated $244K and bringing the position to 7,675 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #716.

Arkadios Wealth Advisors first reported a position in IYJ in Q4 2019 and has held it in 25 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Arkadios Wealth Advisors held 7,675 shares of iShares US Industrials ETF worth $1.28M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,552 iShares US Industrials ETF shares in Q2 2026, an estimated $244K.
  • iShares US Industrials ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #716 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 25 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.