Beirne Wealth Consulting Services’s iShares US Industrials ETF IYJ Stock Holding History

Beirne Wealth Consulting Services’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	$210K	Buy	+1,260	New	+$198K	0.04%	99
2022 Q2	–	Sell	-2,564	Closed	-$269K	–	101
2022 Q1	$269K	Hold	2,564	–	–	0.15%	76
2021 Q4	$289K	Sell	2,564 -600	-19%	-$66.5K	0.16%	77
2021 Q3	$340K	Hold	3,164	–	–	0.19%	70
2021 Q2	$351K	Hold	3,164	–	–	0.19%	70
2021 Q1	$334K	Hold	3,164	–	–	0.2%	64
2020 Q4	$307K	Hold	3,164	–	–	0.15%	104
2020 Q3	$264K	Hold	3,164	–	–	0.15%	106
2020 Q2	$239K	Sell	3,164 -362	-10%	-$25.4K	0.19%	63
2020 Q1	$219K	Buy	3,526 +362	+11%	+$28.2K	0.24%	60
2019 Q4	$265K	Sell	3,164 -362	-10%	-$29.5K	0.23%	69
2019 Q3	$280K	Buy	+3,526	New	+$278K	0.23%	103

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

Beirne Wealth Consulting Services's IYJ Position: Q2 2026 in Review

Beirne Wealth Consulting Services opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,260 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings. This is a return to the name: Beirne Wealth Consulting Services previously reported a position in IYJ as recently as Q1 2022.

Beirne Wealth Consulting Services first reported a position in IYJ in Q3 2019 and has held it in 12 quarters since. The position peaked at $351K in Q2 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Beirne Wealth Consulting Services held 1,260 shares of iShares US Industrials ETF worth $210K as of Q2 2026.
iShares US Industrials ETF was a new Beirne Wealth Consulting Services position in Q2 2026.
iShares US Industrials ETF made up 0.04% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #99 holding.
Beirne Wealth Consulting Services first reported a position in iShares US Industrials ETF in Q3 2019 and has held it in 12 quarters since.
Beirne Wealth Consulting Services's iShares US Industrials ETF position peaked at $351K in Q2 2021.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.