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Clearstead Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Clearstead 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 		$1.21M Buy
7,245
+3
+0% +$472 0.01% 503
2026
Q1 		$1.07M Buy
7,242
+400
+6% +$61.9K 0.01% 505
2025
Q4 		$1.01M Sell
6,842
-398
-5% -$58.1K 0.01% 471
2025
Q3 		$1.06M Buy
7,240
+8
+0.1% +$1.16K 0.01% 452
2025
Q2 		$1.03M Buy
7,232
+5
+0.1% +$666 0.01% 437
2025
Q1 		$941K Sell
7,227
-237
-3% -$32.1K 0.01% 426
2024
Q4 		$997K Buy
7,464
+8
+0.1% +$1.1K 0.02% 409
2024
Q3 		$997K Buy
7,456
+6
+0.1% +$754 0.02% 421
2024
Q2 		$890K Buy
7,450
+71
+1% +$8.65K 0.02% 415
2024
Q1 		$916K Buy
7,379
+6
+0.1% +$709 0.05% 236
2023
Q4 		$843K Buy
7,373
+16
+0.2% +$1.67K 0.04% 241
2023
Q3 		$742K Hold
7,357
– – 0.05% 243
2023
Q2 		$780K Sell
7,357
-293
-4% -$29.3K 0.05% 232
2023
Q1 		$766K Buy
7,650
+8
+0.1% +$800 0.06% 202
2022
Q4 		$737K Buy
7,642
+3,042
+66% +$287K 0.06% 203
2022
Q3 		$385K Hold
4,600
– – 0.04% 271
2022
Q2 		$405K Hold
4,600
– – 0.03% 281
2022
Q1 		$485K Hold
4,600
– – 0.03% 271
2021
Q4 		$519K Sell
4,600
-200
-4% -$22.2K 0.04% 251
2021
Q3 		$514K Hold
4,800
– – 0.04% 236
2021
Q2 		$533K Hold
4,800
– – 0.04% 217
2021
Q1 		$507K Hold
4,800
– – 0.04% 212
2020
Q4 		$466K Hold
4,800
– – 0.04% 211
2020
Q3 		$401K Hold
4,800
– – 0.04% 206
2020
Q2 		$362K Hold
4,800
– – 0.04% 204
2020
Q1 		$298K Sell
4,800
-300
-6% -$23.4K 0.04% 200
2019
Q4 		$427K Buy
+5,100
New +$416K 0.05% 192

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

Clearstead Advisors's IYJ Position: Q2 2026 in Review

Clearstead Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.04% in Q2 2026, buying an estimated $472 and bringing the position to 7,245 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #503.

Clearstead Advisors first reported a position in IYJ in Q4 2019 and has held it in 27 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Clearstead Advisors held 7,245 shares of iShares US Industrials ETF worth $1.21M as of Q2 2026.
  • Clearstead Advisors bought 3 iShares US Industrials ETF shares in Q2 2026, an estimated $472.
  • iShares US Industrials ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #503 holding.
  • Clearstead Advisors first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 27 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.