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Fiduciary Alliance’s iShares US Industrials ETF IYJ Stock Holding History

Fiduciary Alliance’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
Q1 		$276K Buy
1,762
+3
+0.2% +$464 0.02% 463
2025
Q4 		$261K Buy
1,759
+3
+0.2% +$438 0.02% 446
2025
Q3 		$256K Buy
1,756
+5
+0.3% +$724 0.02% 437
2025
Q2 		$249K Buy
1,751
+4
+0.2% +$533 0.02% 426
2025
Q1 		$227K Buy
1,747
+3
+0.2% +$407 0.02% 351
2024
Q4 		$233K Buy
1,744
+5
+0.3% +$688 0.02% 326
2024
Q3 		$232K Buy
1,739
+4
+0.2% +$503 0.03% 231
2024
Q2 		$207K Buy
1,735
+4
+0.2% +$487 0.03% 201
2024
Q1 		$216K Buy
+1,731
New +$205K 0.04% 181
2023
Q3 		– Sell
-1,470
Closed -$156K – 565
2023
Q2 		$156K Buy
+1,470
New +$147K 0.03% 167
2023
Q1 		– Sell
-1,463
Closed -$141K – 506
2022
Q4 		$141K Buy
+1,463
New +$138K 0.04% 144

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fiduciary Alliance's IYJ Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares US Industrials ETF (IYJ) stake by 0.17% in Q1 2026, buying an estimated $464 and bringing the position to 1,762 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #463.

Fiduciary Alliance first reported a position in IYJ in Q4 2022 and has held it in 11 quarters since. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Fiduciary Alliance held 1,762 shares of iShares US Industrials ETF worth $276K as of Q1 2026.
  • Fiduciary Alliance bought 3 iShares US Industrials ETF shares in Q1 2026, an estimated $464.
  • iShares US Industrials ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #463 holding.
  • Fiduciary Alliance first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 11 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.