Fortis Group Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Fortis Group Advisors’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	$13.3K	Hold	80	–	–	﹤0.01%	369
2026 Q1	$11.8K	Hold	80	–	–	﹤0.01%	372
2025 Q4	$11.9K	Hold	80	–	–	﹤0.01%	371
2025 Q3	$11.7K	Hold	80	–	–	﹤0.01%	330
2025 Q2	$11.4K	Hold	80	–	–	﹤0.01%	325
2025 Q1	$10.4K	Sell	80 -80	-50%	-$10.8K	﹤0.01%	297
2024 Q4	$21.4K	Hold	160	–	–	﹤0.01%	253
2024 Q3	$21.4K	Hold	160	–	–	﹤0.01%	239
2024 Q2	$19.1K	Hold	160	–	–	﹤0.01%	240
2024 Q1	$20.1K	Sell	160 -160	-50%	-$18.9K	﹤0.01%	259
2023 Q4	$36.6K	Buy	320 +160	+100%	+$16.7K	0.01%	186
2023 Q3	$16.1K	Buy	+160	New	+$17K	﹤0.01%	190
2020 Q3	$13K	Buy	+160	New	+$13K	﹤0.01%	268

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Fortis Group Advisors's IYJ Position: Q2 2026 in Review

Fortis Group Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 80 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Fortis Group Advisors first reported a position in IYJ in Q3 2020 and has held it in 13 quarters since. The position peaked at $36.6K in Q4 2023. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Fortis Group Advisors held 80 shares of iShares US Industrials ETF worth $13.3K as of Q2 2026.
Fortis Group Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #369 holding.
Fortis Group Advisors first reported a position in iShares US Industrials ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares US Industrials ETF position peaked at $36.6K in Q4 2023.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.