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Grey Fox Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Grey Fox Wealth 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 		$249K Sell
1,492
-628
-30% -$98.9K 0.04% 154
2026
Q1 		$313K Buy
2,120
+4
+0.2% +$619 0.06% 110
2025
Q4 		$314K Buy
2,116
+3
+0.1% +$438 0.06% 105
2025
Q3 		$308K Sell
2,113
-169
-7% -$24.5K 0.06% 110
2025
Q2 		$325K Buy
2,282
+5
+0.2% +$666 0.08% 103
2025
Q1 		$296K Buy
2,277
+5
+0.2% +$678 0.08% 106
2024
Q4 		$303K Buy
2,272
+6
+0.3% +$825 0.08% 107
2024
Q3 		$303K Buy
2,266
+5
+0.2% +$629 0.08% 102
2024
Q2 		$270K Buy
2,261
+5
+0.2% +$609 0.1% 110
2024
Q1 		$284K Buy
2,256
+4
+0.2% +$473 0.11% 104
2023
Q4 		$257K Buy
2,252
+14
+0.6% +$1.46K 0.11% 91
2023
Q3 		$226K Hold
2,238
– – 0.11% 97
2023
Q2 		$237K Buy
2,238
+6
+0.3% +$599 0.12% 91
2023
Q1 		$224K Buy
2,232
+6
+0.3% +$600 0.13% 87
2022
Q4 		$215K Buy
+2,226
New +$210K 0.14% 85

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

Grey Fox Wealth Advisors's IYJ Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its iShares US Industrials ETF (IYJ) stake by 30% in Q2 2026, selling an estimated $98.9K and leaving 1,492 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #154.

Grey Fox Wealth Advisors first reported a position in IYJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $325K in Q2 2025. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Grey Fox Wealth Advisors held 1,492 shares of iShares US Industrials ETF worth $249K as of Q2 2026.
  • Grey Fox Wealth Advisors sold 628 iShares US Industrials ETF shares in Q2 2026, an estimated $98.9K.
  • iShares US Industrials ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's iShares US Industrials ETF position peaked at $325K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.