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 Q1	$55.8K	Buy	+378	New	+$58.5K	﹤0.01%	587

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cassaday & Co Wealth Management's IYJ Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares US Industrials ETF (IYJ) in Q1 2026: 378 shares worth $55.8K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings.

329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Cassaday & Co Wealth Management held 378 shares of iShares US Industrials ETF worth $55.8K as of Q1 2026.
iShares US Industrials ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
iShares US Industrials ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #587 holding.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.