CFM Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History

CFM Wealth Partners’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	$327K	Hold	1,963	–	–	0.04%	122
2026 Q1	$290K	Hold	1,963	–	–	0.04%	126
2025 Q4	$291K	Hold	1,963	–	–	0.04%	129
2025 Q3	$286K	Hold	1,963	–	–	0.04%	129
2025 Q2	$279K	Hold	1,963	–	–	0.04%	119
2025 Q1	$256K	Hold	1,963	–	–	0.05%	121
2024 Q4	$262K	Hold	1,963	–	–	0.04%	122
2024 Q3	$262K	Hold	1,963	–	–	0.05%	127
2024 Q2	$234K	Hold	1,963	–	–	0.04%	138
2024 Q1	$247K	Hold	1,963	–	–	0.05%	141
2023 Q4	$224K	Buy	+1,963	New	+$205K	0.05%	153
2023 Q3	–	Sell	-1,963	Closed	-$208K	–	148
2023 Q2	$208K	Buy	+1,963	New	+$196K	0.05%	159
2022 Q2	–	Sell	-1,963	Closed	-$207K	–	175
2022 Q1	$207K	Hold	1,963	–	–	0.05%	179
2021 Q4	$221K	Hold	1,963	–	–	0.05%	170
2021 Q3	$210K	Hold	1,963	–	–	0.05%	177
2021 Q2	$218K	Hold	1,963	–	–	0.06%	165
2021 Q1	$207K	Buy	+1,963	New	+$197K	0.06%	166

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CFM Wealth Partners's IYJ Position: Q2 2026 in Review

CFM Wealth Partners held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 1,963 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #122.

CFM Wealth Partners first reported a position in IYJ in Q1 2021 and has held it in 17 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

CFM Wealth Partners held 1,963 shares of iShares US Industrials ETF worth $327K as of Q2 2026.
CFM Wealth Partners left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.04% of CFM Wealth Partners's portfolio in Q2 2026, its #122 holding.
CFM Wealth Partners first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 17 quarters since.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.