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Independent Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Independent Financial Group’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 		$531K Buy
+3,189
New +$502K 0.01% 974
2026
Q1 		– Sell
-1,948
Closed -$289K – 1488
2025
Q4 		$289K Buy
1,948
+1
+0.1% +$146 0.01% 1171
2025
Q3 		$284K Buy
1,947
+19
+1% +$2.75K 0.01% 1118
2025
Q2 		$274K Buy
+1,928
New +$257K 0.01% 1077
2025
Q1 		– Sell
-1,659
Closed -$222K – 1219
2024
Q4 		$222K Buy
1,659
+2
+0.1% +$275 0.01% 1050
2024
Q3 		$222K Sell
1,657
-15,822
-91% -$1.99M 0.01% 1013
2024
Q2 		$2.09M Sell
17,479
-1,579
-8% -$192K 0.08% 230
2024
Q1 		$2.4M Sell
19,058
-1,777
-9% -$210K 0.11% 178
2023
Q4 		$2.38M Buy
+20,835
New +$2.18M 0.13% 177
2022
Q1 		– Sell
-3,029
Closed -$341K – 813
2021
Q4 		$341K Sell
3,029
-1,339
-31% -$148K 0.03% 544
2021
Q3 		$468K Sell
4,368
-3,064
-41% -$344K 0.05% 381
2021
Q2 		$826K Buy
7,432
+2,157
+41% +$238K 0.09% 259
2021
Q1 		$558K Buy
5,275
+3,083
+141% +$309K 0.07% 311
2020
Q4 		$213K Buy
+2,192
New +$200K 0.03% 509

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

Independent Financial Group's IYJ Position: Q2 2026 in Review

Independent Financial Group opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 3,189 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in IYJ as recently as Q4 2025.

Independent Financial Group first reported a position in IYJ in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.4M in Q1 2024. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Independent Financial Group held 3,189 shares of iShares US Industrials ETF worth $531K as of Q2 2026.
  • iShares US Industrials ETF was a new Independent Financial Group position in Q2 2026.
  • iShares US Industrials ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #974 holding.
  • Independent Financial Group first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 14 quarters since.
  • Independent Financial Group's iShares US Industrials ETF position peaked at $2.4M in Q1 2024.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.