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

Axxcess 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 		– Sell
-7,399
Closed -$1.1M – 716
2025
Q4 		$1.1M Sell
7,399
-66
-0.9% -$9.64K 0.02% 493
2025
Q3 		$1.09M Buy
7,465
+2,137
+40% +$309K 0.02% 427
2025
Q2 		$758K Buy
+5,328
New +$710K 0.02% 495

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Axxcess Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2026, closing a stake of 7,399 shares — an estimated $1.1M sold.

Axxcess Wealth Management first reported a position in IYJ in Q2 2025 and held it in 3 quarters. The position peaked at $1.1M in Q4 2025. 331 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,399 iShares US Industrials ETF shares in Q1 2026, an estimated $1.1M.
  • Axxcess Wealth Management first reported a position in iShares US Industrials ETF in Q2 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's iShares US Industrials ETF position peaked at $1.1M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.