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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 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.

48 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.
48 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.