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Bartlett & Co Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Bartlett & Co 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 		$2.11M Buy
12,647
+312
+3% +$49.1K 0.03% 212
2026
Q1 		$1.92M Hold
12,335
– – 0.02% 212
2025
Q4 		$1.83M Buy
12,335
+4,967
+67% +$726K 0.02% 220
2025
Q3 		$1.07M Hold
7,368
– – 0.01% 251
2025
Q2 		$1.05M Hold
7,368
– – 0.01% 251
2025
Q1 		$959K Buy
7,368
+1,236
+20% +$168K 0.01% 256
2024
Q4 		$819K Hold
6,132
– – 0.01% 277
2024
Q3 		$820K Hold
6,132
– – 0.01% 279
2024
Q2 		$732K Sell
6,132
-92
-1% -$11.2K 0.01% 284
2024
Q1 		$782K Hold
6,224
– – 0.01% 288
2023
Q4 		$714K Sell
6,224
-110
-2% -$11.5K 0.01% 313
2023
Q3 		$641K Hold
6,334
– – 0.01% 309
2023
Q2 		$672K Hold
6,334
– – 0.01% 307
2023
Q1 		$634K Sell
6,334
-102
-2% -$10.2K 0.01% 262
2022
Q4 		$621K Hold
6,436
– – 0.01% 265
2022
Q3 		$539K Hold
6,436
– – 0.01% 273
2022
Q2 		$567K Sell
6,436
-1
-0% -$96 0.01% 269
2022
Q1 		$679K Buy
6,437
+851
+15% +$89.8K 0.01% 264
2021
Q4 		$630K Buy
5,586
+3,026
+118% +$336K 0.01% 275
2021
Q3 		$274K Hold
2,560
– – 0.01% 312
2021
Q2 		$284K Buy
2,560
+358
+16% +$39.5K 0.01% 305
2021
Q1 		$233K Hold
2,202
– – ﹤0.01% 319
2020
Q4 		$214K Buy
2,202
+964
+78% +$88K ﹤0.01% 323
2020
Q3 		$103K Buy
1,238
+998
+416% +$81.2K ﹤0.01% 380
2020
Q2 		$18.1K Buy
+240
New +$16.8K ﹤0.01% 622

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

Bartlett & Co Wealth Management's IYJ Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 2.5% in Q2 2026, buying an estimated $49.1K and bringing the position to 12,647 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #212.

Bartlett & Co Wealth Management first reported a position in IYJ in Q2 2020 and has held it in 25 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Bartlett & Co Wealth Management held 12,647 shares of iShares US Industrials ETF worth $2.11M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 312 iShares US Industrials ETF shares in Q2 2026, an estimated $49.1K.
  • iShares US Industrials ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares US Industrials ETF in Q2 2020 and has held it in 25 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.