Compass Financial Management’s iShares US Industrials ETF IYJ Stock Holding History

Compass Financial Management’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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Compass Financial Management's IYJ Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares US Industrials ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #388 holding.
328 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.