CreativeOne Wealth’s iShares US Industrials ETF IYJ Stock Holding History

CreativeOne Wealth’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	$513K	Sell	3,076 -781	-20%	-$123K	0.01%	787
2026 Q1	$569K	Buy	3,857 +1,392	+56%	+$215K	0.01%	757
2025 Q4	$365K	Buy	2,465 +824	+50%	+$120K	0.01%	883
2025 Q3	$239K	Buy	1,641 +80	+5%	+$11.6K	0.01%	1039
2025 Q2	$222K	Sell	1,561 -1,882	-55%	-$251K	0.01%	1025
2025 Q1	$448K	Buy	3,443 +75	+2%	+$10.2K	0.01%	716
2024 Q4	$450K	Buy	3,368 +17	+0.5%	+$2.34K	0.01%	727
2024 Q3	$448K	Buy	+3,351	New	+$421K	0.02%	664
2024 Q2	–	Sell	-2,473	Closed	-$311K	–	853
2024 Q1	$311K	Buy	+2,473	New	+$292K	0.01%	710
2021 Q2	–	Sell	-2,887	Closed	-$305K	–	685
2021 Q1	$305K	Buy	2,887 +533	+23%	+$53.5K	0.02%	443
2020 Q4	$229K	Buy	+2,354	New	+$215K	0.02%	450

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

CreativeOne Wealth's IYJ Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares US Industrials ETF (IYJ) stake by 20% in Q2 2026, selling an estimated $123K and leaving 3,076 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #787.

CreativeOne Wealth first reported a position in IYJ in Q4 2020 and has held it in 11 quarters since. The position peaked at $569K in Q1 2026. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

CreativeOne Wealth held 3,076 shares of iShares US Industrials ETF worth $513K as of Q2 2026.
CreativeOne Wealth sold 781 iShares US Industrials ETF shares in Q2 2026, an estimated $123K.
iShares US Industrials ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #787 holding.
CreativeOne Wealth first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 11 quarters since.
CreativeOne Wealth's iShares US Industrials ETF position peaked at $569K in Q1 2026.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.