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

Cornerstone 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 		$737K Sell
4,425
-31
-0.7% -$4.88K 0.03% 402
2026
Q1 		$657K Buy
4,456
+31
+0.7% +$4.8K 0.03% 389
2025
Q4 		$656K Buy
+4,425
New +$646K 0.03% 364
2016
Q1 		$211K Buy
+2,886
New +$143K 0.16% 88

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

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

Cornerstone Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 0.7% in Q2 2026, selling an estimated $4.88K and leaving 4,425 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #402.

Cornerstone Wealth Management first reported a position in IYJ in Q1 2016 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Cornerstone Wealth Management held 4,425 shares of iShares US Industrials ETF worth $737K as of Q2 2026.
  • Cornerstone Wealth Management sold 31 iShares US Industrials ETF shares in Q2 2026, an estimated $4.88K.
  • iShares US Industrials ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Industrials ETF in Q1 2016 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.