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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Ferguson Wellman Capital Management's IYJ Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares US Industrials ETF (IYJ) stake by 4.7% in Q2 2026, selling an estimated $484K and leaving 61,910 shares worth $10.3M. The position accounts for 0.13% of the portfolio, ranked #105.

Ferguson Wellman Capital Management first reported a position in IYJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.2M in Q4 2025. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Ferguson Wellman Capital Management held 61,910 shares of iShares US Industrials ETF worth $10.3M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 3,075 iShares US Industrials ETF shares in Q2 2026, an estimated $484K.
  • iShares US Industrials ETF made up 0.13% of Ferguson Wellman Capital Management's portfolio in Q2 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 31 quarters since.
  • Ferguson Wellman Capital Management's iShares US Industrials ETF position peaked at $31.2M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.