M3 Advisory Group’s iShares US Industrials ETF IYJ Stock Holding History

M3 Advisory Group’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	$562K	Sell	3,374 -241	-7%	-$37.9K	0.29%	64
2026 Q1	$533K	Buy	3,615 +1	+0%	+$155	0.33%	57
2025 Q4	$535K	Sell	3,614 -15	-0.4%	-$2.19K	0.33%	57
2025 Q3	$529K	Sell	3,629 -36	-1%	-$5.21K	0.33%	59
2025 Q2	$522K	Sell	3,665 -404	-10%	-$53.8K	0.36%	53
2025 Q1	$530K	Sell	4,069 -19	-0.5%	-$2.58K	0.42%	51
2024 Q4	$546K	Sell	4,088 -105	-3%	-$14.4K	0.39%	57
2024 Q3	$561K	Sell	4,193 -59	-1%	-$7.42K	0.41%	51
2024 Q2	$508K	Sell	4,252 -27	-0.6%	-$3.29K	0.42%	53
2024 Q1	$538K	Sell	4,279 -69	-2%	-$8.15K	0.49%	43
2023 Q4	$497K	Buy	+4,348	New	+$455K	0.58%	36

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

M3 Advisory Group's IYJ Position: Q2 2026 in Review

M3 Advisory Group reduced its iShares US Industrials ETF (IYJ) stake by 6.7% in Q2 2026, selling an estimated $37.9K and leaving 3,374 shares worth $562K. The position accounts for 0.29% of the portfolio, ranked #64.

M3 Advisory Group first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

M3 Advisory Group held 3,374 shares of iShares US Industrials ETF worth $562K as of Q2 2026.
M3 Advisory Group sold 241 iShares US Industrials ETF shares in Q2 2026, an estimated $37.9K.
iShares US Industrials ETF made up 0.29% of M3 Advisory Group's portfolio in Q2 2026, its #64 holding.
M3 Advisory Group first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.