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Farther Finance Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Farther Finance Advisors’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 		$267K Buy
1,742
+225
+15% +$36.6K ﹤0.01% 2069
2026
Q2 		$252K Sell
1,517
-878
-37% -$138K ﹤0.01% 2072
2026
Q1 		$357K Buy
2,395
+450
+23% +$69.6K ﹤0.01% 1623
2025
Q4 		$288K Buy
1,945
+704
+57% +$103K ﹤0.01% 1665
2025
Q3 		$181K Buy
1,241
+528
+74% +$76.5K ﹤0.01% 1659
2025
Q2 		$101K Buy
713
+230
+48% +$30.6K ﹤0.01% 1756
2025
Q1 		$63.2K Buy
483
+439
+998% +$59.5K ﹤0.01% 1778
2024
Q4 		$5.88K Sell
44
-31
-41% -$4.26K ﹤0.01% 2599
2024
Q3 		$10K Buy
75
+62
+477% +$7.79K ﹤0.01% 2369
2024
Q2 		$1.54K Sell
13
-102
-89% -$12.4K ﹤0.01% 2901
2024
Q1 		$14.3K Buy
115
+28
+32% +$3.31K ﹤0.01% 1613
2023
Q4 		$9.95K Hold
87
– – ﹤0.01% 1611
2023
Q3 		$8.78K Buy
87
+4
+5% +$425 ﹤0.01% 1329
2023
Q2 		$8.8K Buy
83
+71
+592% +$7.09K ﹤0.01% 1240
2023
Q1 		$1.2K Buy
+12
New +$1.2K ﹤0.01% 1802

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Farther Finance Advisors's IYJ Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares US Industrials ETF (IYJ) stake by 15% in Q3 2026, buying an estimated $36.6K and bringing the position to 1,742 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Farther Finance Advisors first reported a position in IYJ in Q1 2023 and has held it in 15 quarters since. The position peaked at $357K in Q1 2026. 20 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Farther Finance Advisors held 1,742 shares of iShares US Industrials ETF worth $267K as of Q3 2026.
  • Farther Finance Advisors bought 225 iShares US Industrials ETF shares in Q3 2026, an estimated $36.6K.
  • iShares US Industrials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2069 holding.
  • Farther Finance Advisors first reported a position in iShares US Industrials ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Industrials ETF position peaked at $357K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.