Noble Family Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Noble Family Wealth’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	$600K	Hold	3,600	–	–	0.11%	51
2026 Q1	$531K	Hold	3,600	–	–	0.11%	53
2025 Q4	$533K	Hold	3,600	–	–	0.11%	55
2025 Q3	$525K	Hold	3,600	–	–	0.12%	57
2025 Q2	$512K	Hold	3,600	–	–	0.13%	55
2025 Q1	$469K	Hold	3,600	–	–	0.13%	50
2024 Q4	$481K	Hold	3,600	–	–	0.13%	50
2024 Q3	$481K	Hold	3,600	–	–	0.13%	52
2024 Q2	$430K	Hold	3,600	–	–	0.12%	52
2024 Q1	$453K	Hold	3,600	–	–	0.13%	52
2023 Q4	$412K	Hold	3,600	–	–	0.12%	54
2023 Q3	$363K	Hold	3,600	–	–	0.12%	53
2023 Q2	$382K	Hold	3,600	–	–	0.12%	53
2023 Q1	$361K	Buy	+3,600	New	+$360K	0.12%	54

Other funds holding IYJ

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Noble Family Wealth's IYJ Position: Q2 2026 in Review

Noble Family Wealth held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 3,600 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #51.

Noble Family Wealth first reported a position in IYJ in Q1 2023 and has held it in 14 quarters since. 155 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Noble Family Wealth held 3,600 shares of iShares US Industrials ETF worth $600K as of Q2 2026.
Noble Family Wealth left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.11% of Noble Family Wealth's portfolio in Q2 2026, its #51 holding.
Noble Family Wealth first reported a position in iShares US Industrials ETF in Q1 2023 and has held it in 14 quarters since.
155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.