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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Industrials ETF IYJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$149K Hold
894
– – 0.04% 207
2026
Q1 		$132K Hold
894
– – 0.04% 201
2025
Q4 		$132K Sell
894
-6
-0.7% -$877 0.04% 206
2025
Q3 		$131K Hold
900
– – 0.04% 187
2025
Q2 		$128K Hold
900
– – 0.04% 172
2025
Q1 		$117K Buy
900
+804
+838% +$109K 0.04% 180
2024
Q4 		$12.8K Buy
+96
New +$13.2K 0.01% 355

Other funds holding IYJ

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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IYJ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 894 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #207.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IYJ in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 894 shares of iShares US Industrials ETF worth $149K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #207 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.