MWM
IYJ icon

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

MinichMacGregor 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 		$14.5M Buy
86,882
+3,431
+4% +$540K 2.2% 17
2026
Q1 		$12.3M Buy
83,451
+8,630
+12% +$1.34M 2.17% 16
2025
Q4 		$11.1M Buy
74,821
+2,132
+3% +$311K 2.01% 22
2025
Q3 		$10.6M Buy
72,689
+1,765
+2% +$256K 2.07% 19
2025
Q2 		$10.1M Buy
70,924
+14,784
+26% +$1.97M 2.16% 19
2025
Q1 		$7.31M Sell
56,140
-9,214
-14% -$1.25M 1.64% 23
2024
Q4 		$8.73M Sell
65,354
-6
-0% -$825 1.81% 22
2024
Q3 		$8.74M Sell
65,360
-1,488
-2% -$187K 1.87% 19
2024
Q2 		$7.98M Sell
66,848
-1,977
-3% -$241K 1.95% 18
2024
Q1 		$8.57M Buy
68,825
+65,126
+1,761% +$7.69M 2.19% 14
2023
Q4 		$423K Sell
3,699
-105
-3% -$11K 0.12% 60
2023
Q3 		$384K Hold
3,804
– – 0.13% 63
2023
Q2 		$403K Buy
3,804
+15
+0.4% +$1.5K 0.13% 64
2023
Q1 		$380K Sell
3,789
-41
-1% -$4.1K 0.13% 64
2022
Q4 		$369K Buy
3,830
+158
+4% +$14.9K 0.13% 53
2022
Q3 		$307K Sell
3,672
-81,200
-96% -$7.61M 0.12% 61
2022
Q2 		$7.48M Buy
84,872
+2,742
+3% +$263K 3.08% 11
2022
Q1 		$8.66M Sell
82,130
-20,380
-20% -$2.15M 2.77% 13
2021
Q4 		$11.6M Buy
102,510
+7,301
+8% +$810K 3.52% 6
2021
Q3 		$10.2M Buy
95,209
+18,695
+24% +$2.1M 3.43% 10
2021
Q2 		$8.5M Buy
76,514
+5,041
+7% +$556K 2.98% 15
2021
Q1 		$7.55M Sell
71,473
-1,688
-2% -$169K 2.82% 16
2020
Q4 		$7.1M Buy
+73,161
New +$6.68M 2.89% 16

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 4.1% in Q2 2026, buying an estimated $540K and bringing the position to 86,882 shares worth $14.5M. The position accounts for 2.2% of the portfolio, ranked #17.

MinichMacGregor Wealth Management first reported a position in IYJ in Q4 2020 and has held it in 23 quarters since. 129 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • MinichMacGregor Wealth Management held 86,882 shares of iShares US Industrials ETF worth $14.5M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 3,431 iShares US Industrials ETF shares in Q2 2026, an estimated $540K.
  • iShares US Industrials ETF made up 2.2% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #17 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 23 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.