BWL
IYJ icon

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

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

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.

343 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.
  • 343 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.