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

Bradley & Co Private 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	$11.7K	Hold	70	–	–	0.01%	137
2026 Q1	$10.3K	Hold	70	–	–	0.01%	134
2025 Q4	$10.4K	Hold	70	–	–	0.01%	131
2025 Q3	$10.2K	Hold	70	–	–	0.01%	125
2025 Q2	$9.96K	Hold	70	–	–	0.01%	122
2025 Q1	$9.11K	Hold	70	–	–	0.01%	121
2024 Q4	$9.35K	Buy	+70	New	+$9.63K	0.01%	122
2024 Q2	$8.36K	Hold	70	–	–	0.01%	121
2024 Q1	$8.8K	Hold	70	–	–	0.01%	123
2023 Q4	$8.01K	Hold	70	–	–	0.01%	132
2023 Q3	$7.06K	Hold	70	–	–	0.01%	120
2023 Q2	$7.42K	Hold	70	–	–	0.01%	122
2023 Q1	$7.01K	Hold	70	–	–	0.01%	123
2022 Q4	$6.75K	Sell	70 -192	-73%	-$18.1K	0.01%	124
2022 Q3	$22K	Hold	262	–	–	0.03%	94
2022 Q2	$23K	Hold	262	–	–	0.03%	107
2022 Q1	$28K	Hold	262	–	–	0.02%	103
2021 Q4	$30K	Hold	262	–	–	0.02%	105
2021 Q3	$28K	Hold	262	–	–	0.02%	113
2021 Q2	$29K	Hold	262	–	–	0.03%	117
2021 Q1	$28K	Buy	+262	New	+$26.3K	0.03%	120

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

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

Bradley & Co Private Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 70 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #137.

Bradley & Co Private Wealth Management first reported a position in IYJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $30K in Q4 2021. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Bradley & Co Private Wealth Management held 70 shares of iShares US Industrials ETF worth $11.7K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #137 holding.
Bradley & Co Private Wealth Management first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's iShares US Industrials ETF position peaked at $30K in Q4 2021.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.