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Carnegie Investment Counsel’s iShares US Industrials ETF IYJ Stock Holding History

Carnegie Investment Counsel’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 		$222K Buy
+1,332
New +$210K ﹤0.01% 527
2025
Q4 		– Sell
-1,407
Closed -$205K – 587
2025
Q3 		$205K Sell
1,407
-991
-41% -$144K ﹤0.01% 542
2025
Q2 		$341K Buy
+2,398
New +$320K 0.01% 451

Other funds holding IYJ

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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carnegie Investment Counsel's IYJ Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,332 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Carnegie Investment Counsel previously reported a position in IYJ as recently as Q3 2025.

Carnegie Investment Counsel first reported a position in IYJ in Q2 2025 and has held it in 3 quarters since. The position peaked at $341K in Q2 2025. 206 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Carnegie Investment Counsel held 1,332 shares of iShares US Industrials ETF worth $222K as of Q2 2026.
  • iShares US Industrials ETF was a new Carnegie Investment Counsel position in Q2 2026.
  • iShares US Industrials ETF made up ﹤0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #527 holding.
  • Carnegie Investment Counsel first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 3 quarters since.
  • Carnegie Investment Counsel's iShares US Industrials ETF position peaked at $341K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.