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Castle Rock Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Castle Rock 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 		$2.24M Sell
13,543
-666
-5% -$105K 0.44% 70
2026
Q1 		$2.11M Sell
14,209
-4,897
-26% -$758K 0.46% 62
2025
Q4 		$2.97M Buy
19,106
+758
+4% +$111K 0.64% 40
2025
Q3 		$2.68M Buy
18,348
+289
+2% +$41.9K 0.59% 46
2025
Q2 		$2.62M Buy
18,059
+14,234
+372% +$1.9M 0.61% 39
2025
Q1 		$499K Sell
3,825
-15
-0.4% -$2.03K 0.13% 143
2024
Q4 		$534K Sell
3,840
-120
-3% -$16.5K 0.13% 142
2024
Q3 		$529K Hold
3,960
– – 0.13% 150
2024
Q2 		$469K Hold
3,960
– – 0.12% 152
2024
Q1 		$473K Buy
3,960
+50
+1% +$5.91K 0.13% 150
2023
Q4 		$437K Hold
3,910
– – 0.13% 151
2023
Q3 		$393K Hold
3,910
– – 0.13% 149
2023
Q2 		$413K Hold
3,910
– – 0.14% 139
2023
Q1 		$385K Hold
3,910
– – 0.14% 145
2022
Q4 		$394K Hold
3,910
– – 0.18% 142
2022
Q3 		$334K Hold
3,910
– – 0.17% 148
2022
Q2 		$352K Hold
3,910
– – 0.18% 147
2022
Q1 		$405K Hold
3,910
– – 0.19% 148
2021
Q4 		$413K Sell
3,910
-320
-8% -$35.5K 0.17% 156
2021
Q3 		$482K Buy
4,230
+400
+10% +$44.9K 0.17% 156
2021
Q2 		$434K Buy
3,830
+350
+10% +$38.6K 0.16% 162
2021
Q1 		$381K Hold
3,480
– – 0.15% 180
2020
Q4 		$341K Buy
+3,480
New +$318K 0.14% 184

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

Castle Rock Wealth Management's IYJ Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 4.7% in Q2 2026, selling an estimated $105K and leaving 13,543 shares worth $2.24M. The position accounts for 0.44% of the portfolio, ranked #70.

Castle Rock Wealth Management first reported a position in IYJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.97M in Q4 2025. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Castle Rock Wealth Management held 13,543 shares of iShares US Industrials ETF worth $2.24M as of Q2 2026.
  • Castle Rock Wealth Management sold 666 iShares US Industrials ETF shares in Q2 2026, an estimated $105K.
  • iShares US Industrials ETF made up 0.44% of Castle Rock Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Castle Rock Wealth Management first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 23 quarters since.
  • Castle Rock Wealth Management's iShares US Industrials ETF position peaked at $2.97M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.