Central Valley Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Central Valley 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	$686K	Hold	4,119	–	–	0.18%	92
2026 Q1	$608K	Sell	4,119 -164	-4%	-$25.4K	0.17%	99
2025 Q4	$635K	Hold	4,283	–	–	0.19%	87
2025 Q3	$625K	Hold	4,283	–	–	0.19%	87
2025 Q2	$610K	Buy	+4,283	New	+$571K	0.21%	79
2024 Q3	–	Sell	-1,317	Closed	-$274K	–	149
2024 Q2	$274K	Buy	+1,317	New	+$160K	0.12%	101
2024 Q1	–	Sell	-5,256	Closed	-$601K	–	163
2023 Q4	$601K	Buy	+5,256	New	+$550K	0.35%	70

Other funds holding IYJ

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Central Valley Advisors's IYJ Position: Q2 2026 in Review

Central Valley Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 4,119 shares worth $686K. The position accounts for 0.18% of the portfolio, ranked #92.

Central Valley Advisors first reported a position in IYJ in Q4 2023 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Central Valley Advisors held 4,119 shares of iShares US Industrials ETF worth $686K as of Q2 2026.
Central Valley Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.18% of Central Valley Advisors's portfolio in Q2 2026, its #92 holding.
Central Valley Advisors first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.