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CX Institutional’s iShares US Industrials ETF IYJ Stock Holding History

CX Institutional’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 		$4.5M Buy
29,313
+641
+2% +$104K 0.12% 182
2026
Q2 		$4.78M Buy
28,672
+1,656
+6% +$261K 0.14% 161
2026
Q1 		$3.99M Buy
27,016
+2,982
+12% +$461K 0.12% 185
2025
Q4 		$3.56M Buy
24,034
+1,722
+8% +$252K 0.11% 160
2025
Q3 		$3.25M Sell
22,312
-1,896
-8% -$275K 0.1% 169
2025
Q2 		$3.44M Buy
24,208
+4,424
+22% +$589K 0.12% 157
2025
Q1 		$2.58M Buy
19,784
+1,252
+7% +$170K 0.1% 168
2024
Q4 		$2.47M Buy
18,532
+5,600
+43% +$770K 0.1% 163
2024
Q3 		$1.73M Buy
12,932
+91
+0.7% +$11.4K 0.08% 207
2024
Q2 		$1.53M Sell
12,841
-376
-3% -$45.8K 0.07% 219
2024
Q1 		$1.66M Sell
13,217
-22,358
-63% -$2.64M 0.08% 209
2023
Q4 		$4.07M Buy
+35,575
New +$3.72M 0.22% 125
2023
Q3 		– Sell
-2,481
Closed -$263K – 519
2023
Q2 		$263K Buy
2,481
+139
+6% +$13.9K 0.01% 457
2023
Q1 		$235K Sell
2,342
-460
-16% -$46K 0.01% 446
2022
Q4 		$270K Sell
2,802
-49,576
-95% -$4.68M 0.02% 449
2022
Q3 		$4.39M Buy
52,378
+35,123
+204% +$3.29M 0.3% 87
2022
Q2 		$1.52M Buy
17,255
+15,229
+752% +$1.46M 0.11% 208
2022
Q1 		$214K Buy
+2,026
New +$214K 0.02% 350
2021
Q4 		– Sell
-876
Closed -$94K – 640
2021
Q3 		$94K Sell
876
-554
-39% -$62.2K 0.01% 458
2021
Q2 		$159K Sell
1,430
-358
-20% -$39.5K 0.01% 368
2021
Q1 		$189K Sell
1,788
-17,327
-91% -$1.74M 0.02% 309
2020
Q4 		$1.86M Buy
+19,115
New +$1.74M 0.18% 160

Other funds holding IYJ

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's IYJ Position: Q3 2026 in Review

CX Institutional increased its iShares US Industrials ETF (IYJ) stake by 2.2% in Q3 2026, buying an estimated $104K and bringing the position to 29,313 shares worth $4.5M. The position accounts for 0.12% of the portfolio, ranked #182.

CX Institutional first reported a position in IYJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.78M in Q2 2026. 20 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • CX Institutional held 29,313 shares of iShares US Industrials ETF worth $4.5M as of Q3 2026.
  • CX Institutional bought 641 iShares US Industrials ETF shares in Q3 2026, an estimated $104K.
  • iShares US Industrials ETF made up 0.12% of CX Institutional's portfolio in Q3 2026, its #182 holding.
  • CX Institutional first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 22 quarters since.
  • CX Institutional's iShares US Industrials ETF position peaked at $4.78M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.