J.W. Cole Advisors’s iShares US Industrials ETF IYJ Stock Holding History

J.W. Cole 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	$316K	Buy	+1,895	New	+$298K	0.01%	1245
2026 Q1	–	Sell	-1,617	Closed	-$239K	–	1140
2025 Q4	$239K	Buy	1,617 +53	+3%	+$7.74K	0.01%	1213
2025 Q3	$228K	Buy	1,564 +154	+11%	+$22.3K	﹤0.01%	1380
2025 Q2	$201K	Buy	+1,410	New	+$188K	﹤0.01%	1357
2023 Q2	–	Sell	-7,210	Closed	-$722K	–	794
2023 Q1	$722K	Buy	+7,210	New	+$721K	0.05%	357
2021 Q3	–	Sell	-6,292	Closed	-$699K	–	628
2021 Q2	$699K	Buy	6,292 +785	+14%	+$86.6K	0.06%	343
2021 Q1	$582K	Sell	5,507 -1,779	-24%	-$179K	0.06%	347
2020 Q4	$707K	Buy	+7,286	New	+$665K	0.07%	277

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

J.W. Cole Advisors's IYJ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,895 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #1245 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYJ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYJ in Q4 2020 and has held it in 8 quarters since. The position peaked at $722K in Q1 2023. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

J.W. Cole Advisors held 1,895 shares of iShares US Industrials ETF worth $316K as of Q2 2026.
iShares US Industrials ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares US Industrials ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1245 holding.
J.W. Cole Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 8 quarters since.
J.W. Cole Advisors's iShares US Industrials ETF position peaked at $722K in Q1 2023.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.