Connecticut Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Connecticut Wealth 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	$202K	Sell	1,211 -431	-26%	-$67.9K	0.01%	333
2026 Q1	$242K	Buy	1,642 +3	+0.2%	+$464	0.01%	305
2025 Q4	$243K	Sell	1,639 -159	-9%	-$23.2K	0.01%	290
2025 Q3	$262K	Buy	+1,798	New	+$260K	0.01%	287
2019 Q3	–	Sell	-4,764	Closed	-$377K	–	150
2019 Q2	$377K	Hold	4,764	–	–	0.05%	112
2019 Q1	$362K	Sell	4,764 -190	-4%	-$13.8K	0.12%	54
2018 Q4	$318K	Buy	+4,954	New	+$348K	0.14%	54

Other funds holding IYJ

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Connecticut Wealth Management's IYJ Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 26% in Q2 2026, selling an estimated $67.9K and leaving 1,211 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #333.

Connecticut Wealth Management first reported a position in IYJ in Q4 2018 and has held it in 7 quarters since. The position peaked at $377K in Q2 2019. 136 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Connecticut Wealth Management held 1,211 shares of iShares US Industrials ETF worth $202K as of Q2 2026.
Connecticut Wealth Management sold 431 iShares US Industrials ETF shares in Q2 2026, an estimated $67.9K.
iShares US Industrials ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #333 holding.
Connecticut Wealth Management first reported a position in iShares US Industrials ETF in Q4 2018 and has held it in 7 quarters since.
Connecticut Wealth Management's iShares US Industrials ETF position peaked at $377K in Q2 2019.
136 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.