Modera Wealth Management
IYJ icon

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

Modera 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
Q3 		$854K Buy
5,565
+23
+0.4% +$3.74K 0.01% 376
2026
Q2 		$924K Sell
5,542
-1
-0% -$157 0.01% 362
2026
Q1 		$818K Buy
5,543
+1
+0% +$155 0.01% 353
2025
Q4 		$821K Sell
5,542
-73
-1% -$10.7K 0.01% 358
2025
Q3 		$819K Buy
5,615
+1
+0% +$145 0.01% 365
2025
Q2 		$799K Buy
5,614
+676
+14% +$90.1K 0.01% 360
2025
Q1 		$643K Buy
4,938
+1
+0% +$136 0.01% 385
2024
Q4 		$659K Hold
4,937
– – 0.01% 387
2024
Q3 		$660K Buy
4,937
+1
+0% +$126 0.01% 363
2024
Q2 		$590K Hold
4,936
– – 0.01% 371
2024
Q1 		$620K Buy
4,936
+210
+4% +$24.8K 0.01% 365
2023
Q4 		$540K Hold
4,726
– – 0.01% 365
2023
Q3 		$477K Sell
4,726
-99
-2% -$10.5K 0.01% 368
2023
Q2 		$512K Buy
+4,825
New +$482K 0.01% 377

Other funds holding IYJ

Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Southern Capital Advisors
Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Odyssey Capital Advisors
Odyssey Capital Advisors Bala Cynwyd, Pennsylvania $140M AUM 24.75% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Modera Wealth Management's IYJ Position: Q3 2026 in Review

Modera Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 0.42% in Q3 2026, buying an estimated $3.74K and bringing the position to 5,565 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #376.

Modera Wealth Management first reported a position in IYJ in Q2 2023 and has held it in 14 quarters since. The position peaked at $924K in Q2 2026. 147 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Modera Wealth Management held 5,565 shares of iShares US Industrials ETF worth $854K as of Q3 2026.
  • Modera Wealth Management bought 23 iShares US Industrials ETF shares in Q3 2026, an estimated $3.74K.
  • iShares US Industrials ETF made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #376 holding.
  • Modera Wealth Management first reported a position in iShares US Industrials ETF in Q2 2023 and has held it in 14 quarters since.
  • Modera Wealth Management's iShares US Industrials ETF position peaked at $924K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.