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

Muirfield 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	$1.14M	Buy	6,813 +457	+7%	+$72K	0.74%	30
2026 Q1	$938K	Buy	6,356 +572	+10%	+$88.5K	0.69%	32
2025 Q4	$857K	Buy	5,784 +1,400	+32%	+$205K	0.63%	38
2025 Q3	$640K	Buy	4,384 +10	+0.2%	+$1.45K	0.47%	44
2025 Q2	$622K	Sell	4,374 -477	-10%	-$63.6K	0.5%	43
2025 Q1	$632K	Sell	4,851 -1,771	-27%	-$240K	0.54%	40
2024 Q4	$884K	Sell	6,622 -490	-7%	-$67.4K	0.73%	34
2024 Q3	$951K	Sell	7,112 -517	-7%	-$65K	0.81%	33
2024 Q2	$911K	Buy	7,629 +199	+3%	+$24.3K	0.86%	31
2024 Q1	$934K	Buy	+7,430	New	+$878K	0.9%	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

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

Muirfield Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 7.2% in Q2 2026, buying an estimated $72K and bringing the position to 6,813 shares worth $1.14M. The position accounts for 0.74% of the portfolio, ranked #30.

Muirfield Wealth Advisors first reported a position in IYJ in Q1 2024 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Muirfield Wealth Advisors held 6,813 shares of iShares US Industrials ETF worth $1.14M as of Q2 2026.
Muirfield Wealth Advisors bought 457 iShares US Industrials ETF shares in Q2 2026, an estimated $72K.
iShares US Industrials ETF made up 0.74% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Muirfield Wealth Advisors first reported a position in iShares US Industrials ETF in Q1 2024 and has held it in 10 quarters since.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.