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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
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

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

Commonwealth Financial Services's IYJ Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares US Industrials ETF (IYJ) stake by 0.04% in Q2 2026, buying an estimated $157 and bringing the position to 2,458 shares worth $410K. The position accounts for 0.06% of the portfolio, ranked #171.

Commonwealth Financial Services first reported a position in IYJ in Q4 2014 and has held it in 19 quarters since. The position peaked at $3.61M in Q4 2016. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Commonwealth Financial Services held 2,458 shares of iShares US Industrials ETF worth $410K as of Q2 2026.
  • Commonwealth Financial Services bought 1 iShares US Industrials ETF share in Q2 2026, an estimated $157.
  • iShares US Industrials ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #171 holding.
  • Commonwealth Financial Services first reported a position in iShares US Industrials ETF in Q4 2014 and has held it in 19 quarters since.
  • Commonwealth Financial Services's iShares US Industrials ETF position peaked at $3.61M in Q4 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.