COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Industrials ETF IYJ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$242K	Buy	+1,454	New	+$229K	0.03%	388

Other funds holding IYJ

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

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

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

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

COMPASS FINANCIAL MANAGEMENT LLC's IYJ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,454 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings.

269 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,454 shares of iShares US Industrials ETF worth $242K as of Q2 2026.
iShares US Industrials ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Industrials ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #388 holding.
269 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.