Institute for Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Institute for Wealth Management’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	$15.8K	Buy	+95	New	+$15K	﹤0.01%	1196
2020 Q1	–	Sell	-40	Closed	-$3K	–	552
2019 Q4	$3K	Buy	+40	New	+$3.26K	﹤0.01%	653
2014 Q1	–	Sell	-38,982	Closed	-$1.98M	–	74
2013 Q4	$1.98M	Sell	38,982 -70,198	-64%	-$3.35M	1.42%	23
2013 Q3	$4.94M	Buy	109,180 +38,264	+54%	+$1.69M	3.4%	8
2013 Q2	$2.94M	Buy	+70,916	New	+$2.93M	2.36%	16

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

Institute for Wealth Management's IYJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 95 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYJ as recently as Q4 2019.

Institute for Wealth Management first reported a position in IYJ in Q2 2013 and has held it in 5 quarters since. The position peaked at $4.94M in Q3 2013. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Institute for Wealth Management held 95 shares of iShares US Industrials ETF worth $15.8K as of Q2 2026.
iShares US Industrials ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1196 holding.
Institute for Wealth Management first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 5 quarters since.
Institute for Wealth Management's iShares US Industrials ETF position peaked at $4.94M in Q3 2013.
342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.