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Cadent Capital Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Cadent Capital Advisors’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
Q3 		$3.71M Sell
24,183
-16,289
-40% -$2.65M 0.8% 35
2026
Q2 		$6.74M Buy
40,472
+2,084
+5% +$328K 1.39% 18
2026
Q1 		$5.66M Buy
38,388
+1,725
+5% +$267K 1.47% 17
2025
Q4 		$5.43M Buy
36,663
+1,510
+4% +$221K 1.39% 19
2025
Q3 		$5.13M Buy
35,153
+636
+2% +$92.1K 1.35% 19
2025
Q2 		$4.91M Buy
34,517
+331
+1% +$44.1K 1.58% 17
2025
Q1 		$4.45M Sell
34,186
-7,027
-17% -$953K 1.59% 16
2024
Q4 		$5.5M Buy
41,213
+872
+2% +$120K 1.91% 14
2024
Q3 		$5.39M Buy
40,341
+6,894
+21% +$867K 1.66% 16
2024
Q2 		$3.99M Sell
33,447
-106
-0.3% -$12.9K 1.59% 20
2024
Q1 		$4.22M Buy
+33,553
New +$3.96M 1.68% 21
2023
Q4 		– Sell
-2,043
Closed -$206K – 130
2023
Q3 		$206K Hold
2,043
– – 0.09% 120
2023
Q2 		$217K Buy
2,043
+4
+0.2% +$400 0.13% 121
2023
Q1 		$204K Buy
+2,039
New +$204K 0.09% 121
2022
Q1 		– Sell
-40,339
Closed -$4.55M – 141
2021
Q4 		$4.55M Buy
40,339
+649
+2% +$72K 2.01% 20
2021
Q3 		$4.25M Buy
39,690
+1,834
+5% +$206K 1.89% 22
2021
Q2 		$4.21M Buy
37,856
+443
+1% +$48.9K 1.75% 22
2021
Q1 		$3.95M Buy
37,413
+1,182
+3% +$119K 1.76% 23
2020
Q4 		$3.52M Buy
+36,231
New +$3.31M 1.73% 26

Other funds holding IYJ

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cadent Capital Advisors's IYJ Position: Q3 2026 in Review

Cadent Capital Advisors reduced its iShares US Industrials ETF (IYJ) stake by 40% in Q3 2026, selling an estimated $2.65M and leaving 24,183 shares worth $3.71M. The position accounts for 0.8% of the portfolio, ranked #35.

Cadent Capital Advisors first reported a position in IYJ in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.74M in Q2 2026. 28 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Cadent Capital Advisors held 24,183 shares of iShares US Industrials ETF worth $3.71M as of Q3 2026.
  • Cadent Capital Advisors sold 16,289 iShares US Industrials ETF shares in Q3 2026, an estimated $2.65M.
  • iShares US Industrials ETF made up 0.8% of Cadent Capital Advisors's portfolio in Q3 2026, its #35 holding.
  • Cadent Capital Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 19 quarters since.
  • Cadent Capital Advisors's iShares US Industrials ETF position peaked at $6.74M in Q2 2026.
  • 28 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.