BPI
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BFC Planning, Inc.’s iShares US Industrials ETF IYJ Stock Holding History

BFC Planning, 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 		$1.4M Buy
8,399
+4,030
+92% +$634K 0.06% 316
2026
Q1 		$645K Buy
4,369
+717
+20% +$111K 0.03% 485
2025
Q4 		$541K Buy
3,652
+2,948
+419% +$431K 0.02% 528
2025
Q3 		$103K Buy
704
+11
+2% +$1.59K 0.01% 915
2025
Q2 		$98.6K Buy
693
+380
+121% +$50.6K 0.01% 891
2025
Q1 		$40.7K Hold
313
– – ﹤0.01% 1187
2024
Q4 		$41.7K Buy
+313
New +$43.1K ﹤0.01% 1187

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
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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 $765B AUM 28.39% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

BFC Planning, Inc.'s IYJ Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Industrials ETF (IYJ) stake by 92% in Q2 2026, buying an estimated $634K and bringing the position to 8,399 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #316.

BFC Planning, Inc. first reported a position in IYJ in Q4 2024 and has held it in 7 quarters since. 345 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • BFC Planning, Inc. held 8,399 shares of iShares US Industrials ETF worth $1.4M as of Q2 2026.
  • BFC Planning, Inc. bought 4,030 iShares US Industrials ETF shares in Q2 2026, an estimated $634K.
  • iShares US Industrials ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #316 holding.
  • BFC Planning, Inc. first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 7 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.