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

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

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. 342 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.
342 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.