IWA
IYJ icon

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

Inspirion 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 		$233K Hold
1,407
– – 0.03% 166
2026
Q1 		$208K Hold
1,407
– – 0.03% 167
2025
Q4 		$208K Sell
1,407
-1,217
-46% -$178K 0.03% 160
2025
Q3 		$351K Buy
2,624
+1,217
+86% +$176K 0.05% 111
2025
Q2 		$200K Sell
1,407
-503
-26% -$67K 0.03% 150
2025
Q1 		$249K Sell
1,910
-482
-20% -$65.3K 0.03% 133
2024
Q4 		$319K Sell
2,392
-232
-9% -$31.9K 0.04% 118
2024
Q3 		$351K Sell
2,624
-120
-4% -$15.1K 0.05% 111
2024
Q2 		$328K Hold
2,744
– – 0.05% 115
2024
Q1 		$345K Sell
2,744
-50
-2% -$5.91K 0.06% 110
2023
Q4 		$317K Sell
2,794
-550
-16% -$57.5K 0.06% 108
2023
Q3 		$337K Sell
3,344
-1,001
-23% -$106K 0.07% 100
2023
Q2 		$461K Sell
4,345
-50
-1% -$5K 0.09% 90
2023
Q1 		$440K Sell
4,395
-230
-5% -$23K 0.09% 89
2022
Q4 		$446K Sell
4,625
-300
-6% -$28.3K 0.09% 84
2022
Q3 		$413K Sell
4,925
-650
-12% -$60.9K 0.09% 80
2022
Q2 		$491K Buy
+5,575
New +$536K 0.11% 76

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

Inspirion Wealth Advisors's IYJ Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 1,407 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #166.

Inspirion Wealth Advisors first reported a position in IYJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $491K in Q2 2022. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Inspirion Wealth Advisors held 1,407 shares of iShares US Industrials ETF worth $233K as of Q2 2026.
  • Inspirion Wealth Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Inspirion Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2022 and has held it in 17 quarters since.
  • Inspirion Wealth Advisors's iShares US Industrials ETF position peaked at $491K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.