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Meridian Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Meridian Wealth 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 		$800K Buy
4,803
+4
+0.1% +$630 0.02% 433
2026
Q1 		$708K Sell
4,799
-119
-2% -$18.4K 0.02% 424
2025
Q4 		$729K Sell
4,918
-187
-4% -$27.3K 0.03% 408
2025
Q3 		$745K Buy
5,105
+136
+3% +$19.7K 0.03% 392
2025
Q2 		$707K Sell
4,969
-106
-2% -$14.1K 0.03% 376
2025
Q1 		$661K Sell
5,075
-181
-3% -$24.5K 0.03% 362
2024
Q4 		$702K Sell
5,256
-73
-1% -$10K 0.03% 350
2024
Q3 		$712K Buy
+5,329
New +$670K 0.04% 347
2024
Q2 		– Sell
-5,214
Closed -$655K – 431
2024
Q1 		$655K Sell
5,214
-124
-2% -$14.7K 0.11% 121
2023
Q4 		$610K Sell
5,338
-5,274
-50% -$552K 0.04% 342
2023
Q3 		$1.07M Buy
10,612
+5,249
+98% +$558K 0.07% 224
2023
Q2 		$569K Sell
5,363
-297
-5% -$29.7K 0.05% 300
2023
Q1 		$567K Buy
5,660
+1,228
+28% +$123K 0.05% 295
2022
Q4 		$428K Buy
4,432
+521
+13% +$49.1K 0.04% 338
2022
Q3 		$328K Sell
3,911
-47
-1% -$4.4K 0.04% 354
2022
Q2 		$349K Buy
3,958
+869
+28% +$83.5K 0.03% 416
2022
Q1 		$326K Sell
3,089
-164
-5% -$17.3K 0.04% 299
2021
Q4 		$367K Sell
3,253
-546
-14% -$60.6K 0.04% 284
2021
Q3 		$407K Buy
3,799
+16
+0.4% +$1.79K 0.05% 251
2021
Q2 		$420K Buy
3,783
+1,070
+39% +$118K 0.05% 254
2021
Q1 		$287K Buy
+2,713
New +$272K 0.04% 283
2019
Q3 		– Sell
-358
Closed -$28.3K – 349
2019
Q2 		$28.3K Buy
+358
New +$27.7K 0.01% 471
2018
Q2 		– Sell
-4,388
Closed -$318K – 192
2018
Q1 		$318K Buy
+4,388
New +$330K 0.16% 129

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

Meridian Wealth Management's IYJ Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 0.08% in Q2 2026, buying an estimated $630 and bringing the position to 4,803 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #433.

Meridian Wealth Management first reported a position in IYJ in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2023. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Meridian Wealth Management held 4,803 shares of iShares US Industrials ETF worth $800K as of Q2 2026.
  • Meridian Wealth Management bought 4 iShares US Industrials ETF shares in Q2 2026, an estimated $630.
  • iShares US Industrials ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Meridian Wealth Management first reported a position in iShares US Industrials ETF in Q1 2018 and has held it in 23 quarters since.
  • Meridian Wealth Management's iShares US Industrials ETF position peaked at $1.07M in Q3 2023.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.