Creative Planning’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.85M | Buy |
19,290
+134
| +0.7% | +$20.7K | ﹤0.01% | 1617 |
|
|
2025
Q4 | $2.84M | Buy |
19,156
+136
| +0.7% | +$19.9K | ﹤0.01% | 1422 |
|
|
2025
Q3 | $2.77M | Buy |
19,020
+1
| +0% | +$145 | ﹤0.01% | 1281 |
|
|
2025
Q2 | $2.71M | Buy |
19,019
+1
| +0% | +$133 | ﹤0.01% | 1104 |
|
|
2025
Q1 | $2.48M | Sell |
19,018
-64
| -0.3% | -$8.68K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $2.55M | Sell |
19,082
-533
| -3% | -$73.3K | ﹤0.01% | 988 |
|
|
2024
Q3 | $2.62M | Buy |
19,615
+319
| +2% | +$40.1K | ﹤0.01% | 926 |
|
|
2024
Q2 | $2.3M | Hold |
19,296
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $2.43M | Buy |
19,296
+289
| +2% | +$34.1K | ﹤0.01% | 890 |
|
|
2023
Q4 | $2.17M | Buy |
19,007
+294
| +2% | +$30.7K | ﹤0.01% | 892 |
|
|
2023
Q3 | $1.89M | Sell |
18,713
-48
| -0.3% | -$5.1K | ﹤0.01% | 869 |
|
|
2023
Q2 | $1.99M | Hold |
18,761
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $1.88M | Hold |
18,761
| – | – | ﹤0.01% | 796 |
|
|
2022
Q4 | $1.81M | Buy |
18,761
+10,155
| +118% | +$958K | ﹤0.01% | 785 |
|
|
2022
Q3 | $721K | Sell |
8,606
-5,684
| -40% | -$532K | ﹤0.01% | 1123 |
|
|
2022
Q2 | $1.26M | Buy |
14,290
+8,570
| +150% | +$823K | ﹤0.01% | 874 |
|
|
2022
Q1 | $603K | Hold |
5,720
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q4 | $645K | Buy |
5,720
+10
| +0.2% | +$1.11K | ﹤0.01% | 1163 |
|
|
2021
Q3 | $612K | Sell |
5,710
-1,925
| -25% | -$216K | ﹤0.01% | 1191 |
|
|
2021
Q2 | $848K | Buy |
7,635
+4,187
| +121% | +$462K | ﹤0.01% | 1010 |
|
|
2021
Q1 | $364K | Buy |
3,448
+169
| +5% | +$17K | ﹤0.01% | 1658 |
|
|
2020
Q4 | $318K | Buy |
3,279
+349
| +12% | +$31.9K | ﹤0.01% | 1590 |
|
|
2020
Q3 | $245K | Buy |
+2,930
| New | +$238K | ﹤0.01% | 1561 |
|
|
2017
Q3 | – | Sell |
-178
| Closed | -$12K | – | 2809 |
|
|
2017
Q2 | $12K | Sell |
178
-170
| -49% | -$11K | ﹤0.01% | 3516 |
|
|
2017
Q1 | $22K | Buy |
348
+170
| +96% | +$10.6K | ﹤0.01% | 3062 |
|
|
2016
Q4 | $11K | Buy |
+178
| New | +$10.4K | ﹤0.01% | 3485 |
|
|
2015
Q4 | – | Sell |
-328
| Closed | -$16K | – | 4492 |
|
|
2015
Q3 | $16K | Buy |
+328
| New | +$16.8K | ﹤0.01% | 2898 |
|
|
2014
Q4 | – | Sell |
-1,364
| Closed | -$69K | – | 4253 |
|
|
2014
Q3 | $69K | Hold |
1,364
| – | – | ﹤0.01% | 1713 |
|
|
2014
Q2 | $71K | Hold |
1,364
| – | – | ﹤0.01% | 1652 |
|
|
2014
Q1 | $69K | Sell |
1,364
-1,120
| -45% | -$55.7K | ﹤0.01% | 1619 |
|
|
2013
Q4 | $126K | Buy |
2,484
+1,014
| +69% | +$48.4K | ﹤0.01% | 1072 |
|
|
2013
Q3 | $67K | Buy |
+1,470
| New | +$64.8K | ﹤0.01% | 1344 |
|
Other funds holding IYJ
PCH
KA
Creative Planning's IYJ Position: Q1 2026 in Review
Creative Planning increased its iShares US Industrials ETF (IYJ) stake by 0.7% in Q1 2026, buying an estimated $20.7K and bringing the position to 19,290 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.
Creative Planning first reported a position in IYJ in Q3 2013 and has held it in 32 quarters since. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.
- Creative Planning held 19,290 shares of iShares US Industrials ETF worth $2.85M as of Q1 2026.
- Creative Planning bought 134 iShares US Industrials ETF shares in Q1 2026, an estimated $20.7K.
- iShares US Industrials ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1617 holding.
- Creative Planning first reported a position in iShares US Industrials ETF in Q3 2013 and has held it in 32 quarters since.
- 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.