Commonwealth Financial Services
IYJ icon

Commonwealth Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

Commonwealth Financial Services’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
Q3 		$377K Hold
2,458
– – 0.07% 150
2026
Q2 		$410K Buy
2,458
+1
+0% +$157 0.06% 171
2026
Q1 		$363K Hold
2,457
– – 0.06% 154
2025
Q4 		$364K Buy
2,457
+1
+0% +$146 0.06% 151
2025
Q3 		$358K Hold
2,456
– – 0.06% 147
2025
Q2 		$349K Buy
2,456
+1
+0% +$133 0.07% 143
2025
Q1 		$320K Hold
2,455
– – 0.07% 143
2024
Q4 		$328K Buy
2,455
+1
+0% +$138 0.06% 139
2024
Q3 		$328K Sell
2,454
-55
-2% -$6.92K 0.06% 141
2024
Q2 		$299K Buy
2,509
+1
+0% +$122 0.06% 141
2024
Q1 		$287K Hold
2,508
– – 0.07% 142
2023
Q4 		$287K Buy
2,508
+1
+0% +$105 0.07% 142
2023
Q3 		$253K Buy
+2,507
New +$266K 0.08% 150
2017
Q1 		$202K Sell
3,230
-55,650
-95% -$3.48M 0.22% 55
2016
Q4 		$3.61M Buy
58,880
+4,550
+8% +$266K 3.56% 6
2016
Q3 		$3.11M Buy
54,330
+43,612
+407% +$2.48M 2.92% 10
2016
Q2 		$589K Buy
+10,718
New +$582K 0.69% 17
2015
Q3 		– Sell
-1,226
Closed -$65K – 243
2015
Q2 		$65K Sell
1,226
-52,816
-98% -$2.87M 0.07% 83
2015
Q1 		$2.92M Buy
54,042
+52,816
+4,308% +$2.83M 2.56% 7
2014
Q4 		$65K Buy
+1,226
New +$63.7K 0.06% 81

Other funds holding IYJ

Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Southern Capital Advisors
Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Odyssey Capital Advisors
Odyssey Capital Advisors Bala Cynwyd, Pennsylvania $140M AUM 24.75% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Commonwealth Financial Services's IYJ Position: Q3 2026 in Review

Commonwealth Financial Services held its iShares US Industrials ETF (IYJ) position steady in Q3 2026 at 2,458 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #150.

Commonwealth Financial Services first reported a position in IYJ in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.61M in Q4 2016. 123 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Commonwealth Financial Services held 2,458 shares of iShares US Industrials ETF worth $377K as of Q3 2026.
  • Commonwealth Financial Services left its iShares US Industrials ETF share count unchanged in Q3 2026.
  • iShares US Industrials ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q3 2026, its #150 holding.
  • Commonwealth Financial Services first reported a position in iShares US Industrials ETF in Q4 2014 and has held it in 20 quarters since.
  • Commonwealth Financial Services's iShares US Industrials ETF position peaked at $3.61M in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.