CWM
IYJ icon

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

Chemistry 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 		$326K Sell
1,956
-95
-5% -$15K 0.05% 168
2026
Q1 		$303K Hold
2,051
– – 0.05% 167
2025
Q4 		$304K Sell
2,051
-98
-5% -$14.3K 0.06% 157
2025
Q3 		$313K Hold
2,149
– – 0.06% 158
2025
Q2 		$306K Hold
2,149
– – 0.07% 150
2025
Q1 		$280K Hold
2,149
– – 0.07% 144
2024
Q4 		$287K Hold
2,149
– – 0.07% 141
2024
Q3 		$287K Hold
2,149
– – 0.07% 139
2024
Q2 		$257K Hold
2,149
– – 0.07% 140
2024
Q1 		$270K Hold
2,149
– – 0.07% 137
2023
Q4 		$246K Hold
2,149
– – 0.07% 135
2023
Q3 		$217K Hold
2,149
– – 0.07% 137
2023
Q2 		$228K Sell
2,149
-45
-2% -$4.5K 0.07% 135
2023
Q1 		$220K Sell
2,194
-42
-2% -$4.2K 0.08% 129
2022
Q4 		$216K Buy
+2,236
New +$211K 0.08% 129
2022
Q2 		– Sell
-2,256
Closed -$238K – 140
2022
Q1 		$238K Buy
+2,256
New +$238K 0.08% 125

Other funds holding IYJ

KA
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
MCM
Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return

Chemistry Wealth Management's IYJ Position: Q2 2026 in Review

Chemistry Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 4.6% in Q2 2026, selling an estimated $15K and leaving 1,956 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #168.

Chemistry Wealth Management first reported a position in IYJ in Q1 2022 and has held it in 16 quarters since. 79 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Chemistry Wealth Management held 1,956 shares of iShares US Industrials ETF worth $326K as of Q2 2026.
  • Chemistry Wealth Management sold 95 iShares US Industrials ETF shares in Q2 2026, an estimated $15K.
  • iShares US Industrials ETF made up 0.05% of Chemistry Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Chemistry Wealth Management first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 16 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.