Guardian Wealth Advisors (North Carolina)’s iShares US Industrials ETF IYJ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-30	Closed	-$4.43K	–	495
2026 Q1	$4.43K	Buy	+30	New	+$4.64K	﹤0.01%	573
2025 Q3	–	Sell	-30	Closed	-$4.27K	–	459
2025 Q2	$4.27K	Hold	30	–	–	﹤0.01%	513
2025 Q1	$3.9K	Hold	30	–	–	﹤0.01%	491
2024 Q4	$4.01K	Hold	30	–	–	﹤0.01%	472
2024 Q3	$4.01K	Hold	30	–	–	﹤0.01%	414
2024 Q2	$3.58K	Hold	30	–	–	﹤0.01%	398
2024 Q1	$3.77K	Hold	30	–	–	﹤0.01%	413
2023 Q4	$3.43K	Hold	30	–	–	﹤0.01%	403
2023 Q3	$3.04K	Hold	30	–	–	﹤0.01%	387
2023 Q2	$3.18K	Hold	30	–	–	﹤0.01%	378
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	373
2022 Q4	$2.89K	Hold	30	–	–	﹤0.01%	346
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	319
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	329
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	236
2021 Q4	$3K	Buy	+30	New	+$3.33K	﹤0.01%	224

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

Guardian Wealth Advisors (North Carolina)'s IYJ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 30 shares — an estimated $4.43K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IYJ in Q4 2021 and held it in 16 quarters. The position peaked at $4.43K in Q1 2026. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 30 iShares US Industrials ETF shares in Q2 2026, an estimated $4.43K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Industrials ETF position peaked at $4.43K in Q1 2026.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.