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Laurel Wealth Advisors (North Carolina)’s iShares US Industrials ETF IYJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.28M Hold
13,685
– – 0.22% 77
2026
Q1 		$2.15M Buy
13,685
+555
+4% +$85.9K 0.21% 83
2025
Q4 		$1.95M Buy
13,130
+300
+2% +$43.8K 0.26% 84
2025
Q3 		$1.87M Buy
12,830
+430
+3% +$62.3K 0.26% 86
2025
Q2 		$1.76M Buy
12,400
+360
+3% +$48K 0.26% 87
2025
Q1 		$1.57M Sell
12,040
-305
-2% -$41.3K 0.25% 87
2024
Q4 		$1.65M Buy
12,345
+220
+2% +$30.3K 0.26% 85
2024
Q3 		$1.62M Buy
12,125
+60
+0.5% +$7.54K 0.26% 85
2024
Q2 		$1.44M Buy
12,065
+1,290
+12% +$157K 0.25% 83
2024
Q1 		$1.35M Buy
10,775
+240
+2% +$28.4K 0.23% 90
2023
Q4 		$1.2M Buy
10,535
+375
+4% +$39.2K 0.23% 90
2023
Q3 		$1.03M Sell
10,160
-505
-5% -$53.6K 0.22% 92
2023
Q2 		$1.13M Sell
10,665
-10
-0.1% -$999 0.23% 88
2023
Q1 		$1.07M Buy
10,675
+650
+6% +$65K 0.23% 89
2022
Q4 		$967K Buy
10,025
+2,585
+35% +$244K 0.22% 88
2022
Q3 		$623K Buy
7,440
+600
+9% +$56.2K 0.16% 105
2022
Q2 		$603K Buy
6,840
+230
+3% +$22.1K 0.15% 105
2022
Q1 		$697K Sell
6,610
-1,475
-18% -$156K 0.15% 110
2021
Q4 		$912K Hold
8,085
– – 0.19% 98
2021
Q3 		$866K Sell
8,085
-305
-4% -$34.2K 0.19% 98
2021
Q2 		$932K Buy
8,390
+50
+0.6% +$5.52K 0.2% 97
2021
Q1 		$881K Sell
8,340
-110
-1% -$11K 0.21% 89
2020
Q4 		$820K Sell
8,450
-1,280
-13% -$117K 0.21% 87
2020
Q3 		$813K Buy
9,730
+120
+1% +$9.76K 0.24% 84
2020
Q2 		$725K Sell
9,610
-200
-2% -$14K 0.24% 84
2020
Q1 		$609K Buy
9,810
+1,320
+16% +$103K 0.23% 82
2019
Q4 		$712K Buy
8,490
+1,040
+14% +$84.8K 0.22% 85
2019
Q3 		$592K Buy
7,450
+300
+4% +$23.6K 0.2% 95
2019
Q2 		$566K Buy
7,150
+150
+2% +$11.6K 0.2% 98
2019
Q1 		$531K Buy
7,000
+200
+3% +$14.5K 0.19% 97
2018
Q4 		$437K Buy
+6,800
New +$478K 0.18% 99

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IYJ Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 13,685 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #77.

Laurel Wealth Advisors (North Carolina) first reported a position in IYJ in Q4 2018 and has held it in 31 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 13,685 shares of iShares US Industrials ETF worth $2.28M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.22% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #77 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Industrials ETF in Q4 2018 and has held it in 31 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.