MMBG Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

MMBG Investment 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	$2.39M	Hold	14,330	–	–	0.19%	69
2026 Q1	$2.11M	Sell	14,330 -1,270	-8%	-$197K	0.19%	70
2025 Q4	$2.31M	Hold	15,600	–	–	0.19%	65
2025 Q3	$2.28M	Hold	15,600	–	–	0.2%	62
2025 Q2	$2.22M	Hold	15,600	–	–	0.22%	59
2025 Q1	$2.03M	Hold	15,600	–	–	0.23%	62
2024 Q4	$2.08M	Hold	15,600	–	–	0.22%	60
2024 Q3	$2.09M	Hold	15,600	–	–	0.22%	65
2024 Q2	$1.86M	Hold	15,600	–	–	0.2%	65
2024 Q1	$1.96M	Hold	15,600	–	–	0.21%	65
2023 Q4	$1.78M	Hold	15,600	–	–	0.21%	66
2023 Q3	$1.57M	Sell	15,600 -6,000	-28%	-$637K	0.2%	68
2023 Q2	$2.24M	Hold	21,600	–	–	0.27%	60
2023 Q1	$2.16M	Hold	21,600	–	–	0.27%	60
2022 Q4	$2.08M	Hold	21,600	–	–	0.28%	62
2022 Q3	$1.81M	Hold	21,600	–	–	0.24%	63
2022 Q2	$1.9M	Hold	21,600	–	–	0.24%	63
2022 Q1	$2.28M	Hold	21,600	–	–	0.24%	60
2021 Q4	$2.44M	Buy	+21,600	New	+$2.4M	0.23%	62

Other funds holding IYJ

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

MMBG Investment Advisors's IYJ Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 14,330 shares worth $2.39M. The position accounts for 0.19% of the portfolio, ranked #69.

MMBG Investment Advisors first reported a position in IYJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.44M in Q4 2021. 242 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

MMBG Investment Advisors held 14,330 shares of iShares US Industrials ETF worth $2.39M as of Q2 2026.
MMBG Investment Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.19% of MMBG Investment Advisors's portfolio in Q2 2026, its #69 holding.
MMBG Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's iShares US Industrials ETF position peaked at $2.44M in Q4 2021.
242 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.