PJC
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Phillip James Consulting’s iShares US Industrials ETF IYJ Stock Holding History

Phillip James Consulting’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 		– Sell
-1,002
Closed -$118K – 360
2026
Q1 		$118K Buy
+1,002
New +$155K 0.09% 75

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

Phillip James Consulting's IYJ Position: Q2 2026 in Review

Phillip James Consulting sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 1,002 shares — an estimated $118K sold.

Phillip James Consulting first reported a position in IYJ in Q1 2026 and held it in 1 quarter. The position peaked at $118K in Q1 2026. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Phillip James Consulting reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 1,002 iShares US Industrials ETF shares in Q2 2026, an estimated $118K.
  • Phillip James Consulting first reported a position in iShares US Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's iShares US Industrials ETF position peaked at $118K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.