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Paragon Financial Partners’s iShares US Industrials ETF IYJ Stock Holding History

Paragon Financial Partners’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 		$437K Buy
2,667
+2
+0.1% +$315 0.23% 56
2026
Q1 		$421K Buy
2,665
+1
+0% +$155 0.24% 52
2025
Q4 		$395K Buy
2,664
+2
+0.1% +$292 0.24% 56
2025
Q3 		$388K Buy
2,662
+2
+0.1% +$290 0.25% 53
2025
Q2 		$379K Buy
2,660
+2
+0.1% +$266 0.26% 55
2025
Q1 		$346K Buy
2,658
+1
+0% +$136 0.27% 54
2024
Q4 		$355K Buy
2,657
+3
+0.1% +$413 0.27% 52
2024
Q3 		$355K Buy
2,654
+2
+0.1% +$251 0.26% 60
2024
Q2 		$317K Buy
2,652
+2
+0.1% +$244 0.25% 63
2024
Q1 		$333K Buy
2,650
+2
+0.1% +$236 0.27% 60
2023
Q4 		$303K Sell
2,648
-501
-16% -$52.4K 0.29% 62
2023
Q3 		$318K Sell
3,149
-765
-20% -$81.3K 0.33% 58
2023
Q2 		$415K Buy
3,914
+5
+0.1% +$500 0.39% 50
2023
Q1 		$392K Buy
3,909
+5
+0.1% +$500 0.41% 52
2022
Q4 		$377K Sell
3,904
-384
-9% -$36.2K 0.42% 50
2022
Q3 		$359K Sell
4,288
-125
-3% -$11.7K 0.4% 48
2022
Q2 		$389K Buy
4,413
+5
+0.1% +$480 0.4% 50
2022
Q1 		$465K Buy
4,408
+5
+0.1% +$528 0.41% 50
2021
Q4 		$496K Buy
+4,403
New +$488K 0.41% 52

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Paragon Financial Partners's IYJ Position: Q2 2026 in Review

Paragon Financial Partners increased its iShares US Industrials ETF (IYJ) stake by 0.08% in Q2 2026, buying an estimated $315 and bringing the position to 2,667 shares worth $437K. The position accounts for 0.23% of the portfolio, ranked #56.

Paragon Financial Partners first reported a position in IYJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $496K in Q4 2021. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Paragon Financial Partners held 2,667 shares of iShares US Industrials ETF worth $437K as of Q2 2026.
  • Paragon Financial Partners bought 2 iShares US Industrials ETF shares in Q2 2026, an estimated $315.
  • iShares US Industrials ETF made up 0.23% of Paragon Financial Partners's portfolio in Q2 2026, its #56 holding.
  • Paragon Financial Partners first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 19 quarters since.
  • Paragon Financial Partners's iShares US Industrials ETF position peaked at $496K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.