Pension & Wealth Management Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Pension & Wealth Management 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	$149K	Hold	894	–	–	0.04%	207
2026 Q1	$132K	Hold	894	–	–	0.04%	201
2025 Q4	$132K	Sell	894 -6	-0.7%	-$877	0.04%	206
2025 Q3	$131K	Hold	900	–	–	0.04%	187
2025 Q2	$128K	Hold	900	–	–	0.04%	172
2025 Q1	$117K	Buy	900 +804	+838%	+$109K	0.04%	180
2024 Q4	$12.8K	Buy	+96	New	+$13.2K	0.01%	355

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 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

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM

Pension & Wealth Management Advisors's IYJ Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 894 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #207.

Pension & Wealth Management Advisors first reported a position in IYJ in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Pension & Wealth Management Advisors held 894 shares of iShares US Industrials ETF worth $149K as of Q2 2026.
Pension & Wealth Management Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #207 holding.
Pension & Wealth Management Advisors first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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