Concord Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History

Concord Wealth Partners’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	$36K	Buy	+216	New	+$34K	﹤0.01%	406
2026 Q1	–	Sell	-216	Closed	-$32K	–	508
2025 Q4	$32K	Hold	216	–	–	﹤0.01%	385
2025 Q3	$31.5K	Hold	216	–	–	﹤0.01%	404
2025 Q2	$30.7K	Sell	216 -214	-50%	-$28.5K	﹤0.01%	402
2025 Q1	$56K	Hold	430	–	–	0.01%	305
2024 Q4	$57.4K	Buy	+430	New	+$59.2K	0.01%	309

Other funds holding IYJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Concord Wealth Partners's IYJ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 216 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IYJ as recently as Q4 2025.

Concord Wealth Partners first reported a position in IYJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.4K in Q4 2024. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Concord Wealth Partners held 216 shares of iShares US Industrials ETF worth $36K as of Q2 2026.
iShares US Industrials ETF was a new Concord Wealth Partners position in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #406 holding.
Concord Wealth Partners first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 6 quarters since.
Concord Wealth Partners's iShares US Industrials ETF position peaked at $57.4K in Q4 2024.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.