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McClarren Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

McClarren Financial 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 		$275K Buy
1,648
+2
+0.1% +$315 0.14% 71
2026
Q1 		$243K Buy
1,646
+1,498
+1,012% +$232K 0.14% 70
2025
Q4 		$243K Sell
148
-1,492
-91% -$218K 0.15% 70
2025
Q3 		$239K Buy
1,640
+5
+0.3% +$724 0.15% 68
2025
Q2 		$233K Buy
+1,635
New +$218K 0.15% 67
2025
Q1 		– Sell
-1,628
Closed -$217K – 327
2024
Q4 		$217K Buy
+1,628
New +$224K 0.61% 27
2024
Q3 		– Sell
-119
Closed -$193K – 299
2024
Q2 		$193K Buy
+119
New +$14.5K 0.13% 73
2024
Q1 		– Sell
-1,614
Closed -$185K – 395
2023
Q4 		$185K Buy
1,614
+10
+0.6% +$1.05K 0.14% 72
2023
Q3 		$161K Hold
1,604
– – 0.14% 75
2023
Q2 		$170K Buy
1,604
+5
+0.3% +$500 0.14% 76
2023
Q1 		$160K Buy
1,599
+4
+0.3% +$400 0.15% 74
2022
Q4 		$153K Buy
1,595
+4
+0.3% +$377 0.15% 79
2022
Q3 		$133K Buy
+1,591
New +$149K 0.13% 76
2022
Q2 		– Sell
-1,582
Closed -$166K – 148
2022
Q1 		$166K Buy
1,582
+3
+0.2% +$317 0.12% 66
2021
Q4 		$178K Buy
1,579
+4
+0.3% +$444 0.12% 67
2021
Q3 		$168K Buy
1,575
+4
+0.3% +$449 0.13% 60
2021
Q2 		$174K Buy
1,571
+2
+0.1% +$221 0.14% 57
2021
Q1 		$166K Buy
1,569
+4
+0.3% +$401 0.15% 56
2020
Q4 		$152K Buy
+1,565
New +$143K 0.15% 57

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
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
MCM
Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

McClarren Financial Advisors's IYJ Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.12% in Q2 2026, buying an estimated $315 and bringing the position to 1,648 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #71.

McClarren Financial Advisors first reported a position in IYJ in Q4 2020 and has held it in 19 quarters since. 63 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • McClarren Financial Advisors held 1,648 shares of iShares US Industrials ETF worth $275K as of Q2 2026.
  • McClarren Financial Advisors bought 2 iShares US Industrials ETF shares in Q2 2026, an estimated $315.
  • iShares US Industrials ETF made up 0.14% of McClarren Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • McClarren Financial Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 19 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.