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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
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

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

Cadent Capital Advisors's IYJ Position: Q2 2026 in Review

Cadent Capital Advisors increased its iShares US Industrials ETF (IYJ) stake by 5.4% in Q2 2026, buying an estimated $328K and bringing the position to 40,472 shares worth $6.74M. The position accounts for 1.39% of the portfolio, ranked #18.

Cadent Capital Advisors first reported a position in IYJ in Q4 2020 and has held it in 18 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Cadent Capital Advisors held 40,472 shares of iShares US Industrials ETF worth $6.74M as of Q2 2026.
  • Cadent Capital Advisors bought 2,084 iShares US Industrials ETF shares in Q2 2026, an estimated $328K.
  • iShares US Industrials ETF made up 1.39% of Cadent Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Cadent Capital Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 18 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.