Bogart Wealth LLC’s iShares US Industrials ETF IYJ Stock Holding History

Bogart Wealth LLC’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	$143K	Buy	+856	New	+$135K	﹤0.01%	335

Other funds holding IYJ

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Bogart Wealth LLC's IYJ Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 856 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #335 among its holdings.

93 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Bogart Wealth LLC held 856 shares of iShares US Industrials ETF worth $143K as of Q2 2026.
iShares US Industrials ETF was a new Bogart Wealth LLC position in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #335 holding.
93 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.