Pettyjohn Wood & White’s iShares US Industrials ETF IYJ Stock Holding History

Pettyjohn Wood & White’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	$220K	Sell	1,320 -250	-16%	-$39.4K	0.03%	213
2026 Q1	$232K	Hold	1,570	–	–	0.04%	203
2025 Q4	$233K	Hold	1,570	–	–	0.04%	198
2025 Q3	$229K	Hold	1,570	–	–	0.04%	187
2025 Q2	$223K	Hold	1,570	–	–	0.04%	184
2025 Q1	$204K	Hold	1,570	–	–	0.04%	187
2024 Q4	$210K	Hold	1,570	–	–	0.04%	193
2024 Q3	$210K	Buy	+1,570	New	+$197K	0.04%	193
2022 Q1	–	Sell	-2,120	Closed	-$239K	–	161
2021 Q4	$239K	Hold	2,120	–	–	0.05%	153
2021 Q3	$227K	Sell	2,120 -100	-5%	-$11.2K	0.05%	151
2021 Q2	$247K	Hold	2,220	–	–	0.06%	147
2021 Q1	$235K	Hold	2,220	–	–	0.06%	145
2020 Q4	$216K	Buy	+2,220	New	+$203K	0.06%	143
2020 Q1	–	Sell	-2,570	Closed	-$215K	–	140
2019 Q4	$215K	Hold	2,570	–	–	0.06%	146
2019 Q3	$204K	Hold	2,570	–	–	0.06%	148
2019 Q2	$203K	Buy	+2,570	New	+$199K	0.06%	145
2018 Q4	–	Sell	-2,570	Closed	-$201K	–	143
2018 Q3	$201K	Buy	+2,570	New	+$195K	0.07%	147
2014 Q4	–	Sell	-5,976	Closed	-$302K	–	122
2014 Q3	$302K	Buy	5,976 +436	+8%	+$22.4K	0.13%	101
2014 Q2	$287K	Buy	+5,540	New	+$282K	0.13%	107

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

Pettyjohn Wood & White's IYJ Position: Q2 2026 in Review

Pettyjohn Wood & White reduced its iShares US Industrials ETF (IYJ) stake by 16% in Q2 2026, selling an estimated $39.4K and leaving 1,320 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #213.

Pettyjohn Wood & White first reported a position in IYJ in Q2 2014 and has held it in 19 quarters since. The position peaked at $302K in Q3 2014. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Pettyjohn Wood & White held 1,320 shares of iShares US Industrials ETF worth $220K as of Q2 2026.
Pettyjohn Wood & White sold 250 iShares US Industrials ETF shares in Q2 2026, an estimated $39.4K.
iShares US Industrials ETF made up 0.03% of Pettyjohn Wood & White's portfolio in Q2 2026, its #213 holding.
Pettyjohn Wood & White first reported a position in iShares US Industrials ETF in Q2 2014 and has held it in 19 quarters since.
Pettyjohn Wood & White's iShares US Industrials ETF position peaked at $302K in Q3 2014.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.