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

Merkkuri 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	$3.08M	Buy	18,462 +4,016	+28%	+$632K	1.91%	15
2026 Q1	$2.13M	Buy	14,446 +341	+2%	+$52.8K	1.41%	21
2025 Q4	$2.09M	Buy	14,105 +1,124	+9%	+$164K	1.42%	23
2025 Q3	$1.89M	Buy	12,981 +1,055	+9%	+$153K	1.37%	23
2025 Q2	$1.7M	Sell	11,926 -192	-2%	-$25.6K	1.29%	24
2025 Q1	$1.58M	Sell	12,118 -464	-4%	-$62.9K	1.35%	24
2024 Q4	$1.68M	Sell	12,582 -55	-0.4%	-$7.57K	1.33%	24
2024 Q3	$1.69M	Buy	12,637 +1,435	+13%	+$180K	1.33%	24
2024 Q2	$1.34M	Buy	+11,202	New	+$1.37M	1.23%	29

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

Merkkuri Wealth Advisors's IYJ Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 28% in Q2 2026, buying an estimated $632K and bringing the position to 18,462 shares worth $3.08M. The position accounts for 1.91% of the portfolio, ranked #15.

Merkkuri Wealth Advisors first reported a position in IYJ in Q2 2024 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Merkkuri Wealth Advisors held 18,462 shares of iShares US Industrials ETF worth $3.08M as of Q2 2026.
Merkkuri Wealth Advisors bought 4,016 iShares US Industrials ETF shares in Q2 2026, an estimated $632K.
iShares US Industrials ETF made up 1.91% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Merkkuri Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2024 and has held it in 9 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.