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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
Q3 		$679K Hold
4,425
– – 0.03% 419
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Southern Capital Advisors
Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Odyssey Capital Advisors
Odyssey Capital Advisors Bala Cynwyd, Pennsylvania $140M AUM 24.75% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Cornerstone Wealth Management's IYJ Position: Q3 2026 in Review

Cornerstone Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q3 2026 at 4,425 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #419.

Cornerstone Wealth Management first reported a position in IYJ in Q1 2016 and has held it in 5 quarters since. The position peaked at $737K in Q2 2026. 183 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Cornerstone Wealth Management held 4,425 shares of iShares US Industrials ETF worth $679K as of Q3 2026.
  • Cornerstone Wealth Management left its iShares US Industrials ETF share count unchanged in Q3 2026.
  • iShares US Industrials ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #419 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Industrials ETF in Q1 2016 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's iShares US Industrials ETF position peaked at $737K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.