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JBR Co Financial Management’s iShares US Industrials ETF IYJ Stock Holding History

JBR Co Financial 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 		$1.9M Sell
11,423
-424
-4% -$66.8K 0.69% 35
2026
Q1 		$1.76M Hold
11,847
– – 0.73% 37
2025
Q4 		$1.76M Sell
11,847
-560
-5% -$81.8K 0.73% 37
2025
Q3 		$1.81M Sell
12,407
-370
-3% -$53.6K 0.77% 33
2025
Q2 		$1.82M Hold
12,777
– – 0.9% 32
2025
Q1 		$1.66M Hold
12,777
– – 0.97% 30
2024
Q4 		$1.71M Buy
12,777
+264
+2% +$36.3K 1.04% 25
2024
Q3 		$1.67M Sell
12,513
-75
-0.6% -$9.43K 1.09% 24
2024
Q2 		$1.5M Sell
12,588
-174
-1% -$21.2K 1.06% 23
2024
Q1 		$1.6M Sell
12,762
-1,292
-9% -$153K 1.28% 24
2023
Q4 		$1.61M Buy
+14,054
New +$1.47M 1.51% 19

Other funds holding IYJ

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM

JBR Co Financial Management's IYJ Position: Q2 2026 in Review

JBR Co Financial Management reduced its iShares US Industrials ETF (IYJ) stake by 3.6% in Q2 2026, selling an estimated $66.8K and leaving 11,423 shares worth $1.9M. The position accounts for 0.69% of the portfolio, ranked #35.

JBR Co Financial Management first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • JBR Co Financial Management held 11,423 shares of iShares US Industrials ETF worth $1.9M as of Q2 2026.
  • JBR Co Financial Management sold 424 iShares US Industrials ETF shares in Q2 2026, an estimated $66.8K.
  • iShares US Industrials ETF made up 0.69% of JBR Co Financial Management's portfolio in Q2 2026, its #35 holding.
  • JBR Co Financial Management first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.