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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Muirfield Wealth Advisors's IYJ Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 9.9% in Q1 2026, buying an estimated $88.5K and bringing the position to 6,356 shares worth $938K. The position accounts for 0.69% of the portfolio, ranked #32.

Muirfield Wealth Advisors first reported a position in IYJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $951K in Q3 2024. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Muirfield Wealth Advisors held 6,356 shares of iShares US Industrials ETF worth $938K as of Q1 2026.
Muirfield Wealth Advisors bought 572 iShares US Industrials ETF shares in Q1 2026, an estimated $88.5K.
iShares US Industrials ETF made up 0.69% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Muirfield Wealth Advisors first reported a position in iShares US Industrials ETF in Q1 2024 and has held it in 9 quarters since.
Muirfield Wealth Advisors's iShares US Industrials ETF position peaked at $951K in Q3 2024.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.