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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

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
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
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 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. 48 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.
  • 48 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.