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

JFS 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	$16K	Hold	96	–	–	﹤0.01%	829
2026 Q1	$14.2K	Hold	96	–	–	﹤0.01%	830
2025 Q4	$14.2K	Buy	+96	New	+$14K	﹤0.01%	861

Other funds holding IYJ

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 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

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return