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

Cassaday & Co 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 		$63K Hold
378
– – ﹤0.01% 582
2026
Q1 		$55.8K Buy
+378
New +$58.5K ﹤0.01% 587

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

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

Cassaday & Co Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 378 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Cassaday & Co Wealth Management first reported a position in IYJ in Q1 2026 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Cassaday & Co Wealth Management held 378 shares of iShares US Industrials ETF worth $63K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares US Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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