IFG Advisory’s iShares US Industrials ETF IYJ Stock Holding History

IFG Advisory’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	$739K	Buy	+4,435	New	+$698K	0.03%	496
2026 Q1	–	Sell	-4,528	Closed	-$671K	–	633
2025 Q4	$671K	Buy	4,528 +272	+6%	+$39.7K	0.03%	439
2025 Q3	$621K	Sell	4,256 -62	-1%	-$8.98K	0.03%	449
2025 Q2	$615K	Sell	4,318 -188	-4%	-$25.1K	0.03%	436
2025 Q1	$587K	Sell	4,506 -34	-0.7%	-$4.61K	0.03%	408
2024 Q4	$606K	Buy	+4,540	New	+$625K	0.03%	380
2024 Q3	–	Sell	-4,822	Closed	-$576K	–	513
2024 Q2	$576K	Buy	+4,822	New	+$588K	0.04%	372
2024 Q1	–	Sell	-5,716	Closed	-$654K	–	480
2023 Q4	$654K	Buy	5,716 +2	+0%	+$209	0.05%	321
2023 Q3	$577K	Buy	+5,714	New	+$607K	0.05%	320
2023 Q2	–	Sell	-5,868	Closed	-$588K	–	416
2023 Q1	$588K	Sell	5,868 -590	-9%	-$59K	0.05%	287
2022 Q4	$622K	Buy	6,458 +2	+0%	+$189	0.06%	275
2022 Q3	$540K	Sell	6,456 -894	-12%	-$83.8K	0.05%	303
2022 Q2	$647K	Buy	7,350 +1	+0%	+$96	0.07%	254
2022 Q1	$774K	Sell	7,349 -39	-0.5%	-$4.12K	0.08%	235
2021 Q4	$832K	Buy	7,388 +1	+0%	+$111	0.08%	222
2021 Q3	$791K	Buy	7,387 +172	+2%	+$19.3K	0.09%	219
2021 Q2	$801K	Buy	7,215 +126	+2%	+$13.9K	0.09%	223
2021 Q1	$749K	Buy	7,089 +115	+2%	+$11.5K	0.09%	233
2020 Q4	$677K	Buy	6,974 +298	+4%	+$27.2K	0.09%	222
2020 Q3	$558K	Sell	6,676 -1,048	-14%	-$85.2K	0.09%	222
2020 Q2	$582K	Sell	7,724 -162	-2%	-$11.3K	0.1%	207
2020 Q1	$489K	Hold	7,886	–	–	0.11%	195
2019 Q4	$661K	Sell	7,886 -160	-2%	-$13.1K	0.12%	194
2019 Q3	$639K	Buy	+8,046	New	+$634K	0.12%	193

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

IFG Advisory's IYJ Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 4,435 shares worth $739K. The stake represents 0.03% of the portfolio and ranks #496 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IYJ as recently as Q4 2025.

IFG Advisory first reported a position in IYJ in Q3 2019 and has held it in 24 quarters since. The position peaked at $832K in Q4 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

IFG Advisory held 4,435 shares of iShares US Industrials ETF worth $739K as of Q2 2026.
iShares US Industrials ETF was a new IFG Advisory position in Q2 2026.
iShares US Industrials ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #496 holding.
IFG Advisory first reported a position in iShares US Industrials ETF in Q3 2019 and has held it in 24 quarters since.
IFG Advisory's iShares US Industrials ETF position peaked at $832K in Q4 2021.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.