Ferguson Wellman Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Ferguson Wellman Capital 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	$9.29M	Sell	60,560 -1,350	-2%	-$219K	0.11%	105
2026 Q2	$10.3M	Sell	61,910 -3,075	-5%	-$484K	0.13%	105
2026 Q1	$9.59M	Sell	64,985 -145,400	-69%	-$22.5M	0.13%	103
2025 Q4	$31.2M	Buy	210,385 +145,585	+225%	+$21.3M	0.5%	46
2025 Q3	$9.45M	Sell	64,800 -1,195	-2%	-$173K	0.15%	80
2025 Q2	$9.39M	Sell	65,995 -105	-0.2%	-$14K	0.17%	75
2025 Q1	$8.6M	Sell	66,100 -745	-1%	-$101K	0.17%	78
2024 Q4	$8.93M	Sell	66,845 -440	-0.7%	-$60.5K	0.17%	79
2024 Q3	$8.99M	Sell	67,285 -1,495	-2%	-$188K	0.17%	80
2024 Q2	$8.22M	Sell	68,780 -1,102	-2%	-$134K	0.17%	81
2024 Q1	$8.78M	Sell	69,882 -1,075	-2%	-$127K	0.18%	79
2023 Q4	$8.11M	Sell	70,957 -1,050	-1%	-$110K	0.18%	82
2023 Q3	$7.26M	Sell	72,007 -475	-0.7%	-$50.5K	0.18%	86
2023 Q2	$7.69M	Sell	72,482 -389	-0.5%	-$38.9K	0.18%	87
2023 Q1	$7.3M	Sell	72,871 -2,450	-3%	-$245K	0.18%	84
2022 Q4	$7.26M	Buy	75,321 +20,393	+37%	+$1.92M	0.19%	84
2022 Q3	$4.6M	Sell	54,928 -4,658	-8%	-$436K	0.18%	77
2022 Q2	$5.25M	Sell	59,586 -823	-1%	-$79.1K	0.19%	81
2022 Q1	$6.37M	Sell	60,409 -699	-1%	-$73.8K	0.2%	82
2021 Q4	$6.89M	Sell	61,108 -6,230	-9%	-$691K	0.2%	74
2021 Q3	$7.22M	Sell	67,338 -520	-0.8%	-$58.3K	0.23%	75
2021 Q2	$7.54M	Sell	67,858 -1,340	-2%	-$148K	0.25%	76
2021 Q1	$7.31M	Sell	69,198 -17,632	-20%	-$1.77M	0.25%	75
2020 Q4	$8.43M	Sell	86,830 -1,660	-2%	-$152K	0.21%	108
2020 Q3	$7.39M	Sell	88,490 -5,400	-6%	-$439K	0.2%	103
2020 Q2	$7.08M	Sell	93,890 -4,800	-5%	-$336K	0.22%	99
2020 Q1	$6.13M	Sell	98,690 -20,820	-17%	-$1.62M	0.23%	92
2019 Q4	$10M	Sell	119,510 -900	-0.7%	-$73.4K	0.29%	89
2019 Q3	$9.56M	Sell	120,410 -2,620	-2%	-$206K	0.31%	89
2019 Q2	$9.73M	Sell	123,030 -19,120	-13%	-$1.48M	0.32%	84
2019 Q1	$10.8M	Sell	142,150 -42,630	-23%	-$3.09M	0.37%	78
2018 Q4	$11.9M	Buy	+184,780	New	+$13M	0.46%	60

Other funds holding IYJ

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

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

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Ferguson Wellman Capital Management's IYJ Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares US Industrials ETF (IYJ) stake by 2.2% in Q3 2026, selling an estimated $219K and leaving 60,560 shares worth $9.29M. The position accounts for 0.11% of the portfolio, ranked #105.

Ferguson Wellman Capital Management first reported a position in IYJ in Q4 2018 and has held it in 32 quarters since. The position peaked at $31.2M in Q4 2025. 33 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

Ferguson Wellman Capital Management held 60,560 shares of iShares US Industrials ETF worth $9.29M as of Q3 2026.
Ferguson Wellman Capital Management sold 1,350 iShares US Industrials ETF shares in Q3 2026, an estimated $219K.
iShares US Industrials ETF made up 0.11% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #105 holding.
Ferguson Wellman Capital Management first reported a position in iShares US Industrials ETF in Q4 2018 and has held it in 32 quarters since.
Ferguson Wellman Capital Management's iShares US Industrials ETF position peaked at $31.2M in Q4 2025.
33 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.