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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
Q2 		$294K Buy
1,764
+2
+0.1% +$315 0.02% 445
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 $1.89T 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

Fiduciary Alliance's IYJ Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares US Industrials ETF (IYJ) stake by 0.11% in Q2 2026, buying an estimated $315 and bringing the position to 1,764 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #445.

Fiduciary Alliance first reported a position in IYJ in Q4 2022 and has held it in 12 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Fiduciary Alliance held 1,764 shares of iShares US Industrials ETF worth $294K as of Q2 2026.
  • Fiduciary Alliance bought 2 iShares US Industrials ETF shares in Q2 2026, an estimated $315.
  • iShares US Industrials ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #445 holding.
  • Fiduciary Alliance first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 12 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.