Focus Partners Wealth
IYJ icon

Focus Partners Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Focus Partners Wealth’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 		$8.76M Buy
52,542
+1,170
+2% +$184K 0.01% 758
2026
Q1 		$7.58M Buy
51,372
+38,498
+299% +$5.96M 0.01% 808
2025
Q4 		$1.91M Buy
12,874
+3,686
+40% +$539K ﹤0.01% 1342
2025
Q3 		$1.34M Buy
9,188
+587
+7% +$85K ﹤0.01% 1166
2025
Q2 		$1.22M Buy
8,601
+1,505
+21% +$201K ﹤0.01% 1060
2025
Q1 		$924K Sell
7,096
-1,444
-17% -$196K ﹤0.01% 1093
2024
Q4 		$1.14M Buy
8,540
+611
+8% +$84.1K ﹤0.01% 1013
2024
Q3 		$1.06M Buy
7,929
+1,620
+26% +$204K ﹤0.01% 929
2024
Q2 		$754K Buy
6,309
+11
+0.2% +$1.34K ﹤0.01% 862
2024
Q1 		$792K Buy
6,298
+9
+0.1% +$1.06K 0.01% 642
2023
Q4 		$719K Buy
+6,289
New +$658K 0.01% 512

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

Focus Partners Wealth's IYJ Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Industrials ETF (IYJ) stake by 2.3% in Q2 2026, buying an estimated $184K and bringing the position to 52,542 shares worth $8.76M. The position accounts for 0.01% of the portfolio, ranked #758.

Focus Partners Wealth first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Focus Partners Wealth held 52,542 shares of iShares US Industrials ETF worth $8.76M as of Q2 2026.
  • Focus Partners Wealth bought 1,170 iShares US Industrials ETF shares in Q2 2026, an estimated $184K.
  • iShares US Industrials ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #758 holding.
  • Focus Partners Wealth first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.