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

IVC 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	$213K	Buy	+1,280	New	+$202K	0.08%	167

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

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

IVC Wealth Advisors opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,280 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #167 among its holdings.

341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

IVC Wealth Advisors held 1,280 shares of iShares US Industrials ETF worth $213K as of Q2 2026.
iShares US Industrials ETF was a new IVC Wealth Advisors position in Q2 2026.
iShares US Industrials ETF made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #167 holding.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.