Provenance Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Provenance Wealth 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	$71.7K	Hold	430	–	–	0.01%	204
2026 Q1	$63.4K	Sell	430 -180	-30%	-$27.9K	0.01%	188
2025 Q4	$90.4K	Hold	610	–	–	0.01%	158
2025 Q3	$89K	Hold	610	–	–	0.01%	167
2025 Q2	$86.8K	Sell	610 -64	-9%	-$8.53K	0.01%	171
2025 Q1	$87.7K	Hold	674	–	–	0.01%	191
2024 Q4	$90K	Hold	674	–	–	0.01%	194
2024 Q3	$90.1K	Hold	674	–	–	0.01%	198
2024 Q2	$80.5K	Hold	674	–	–	0.01%	185
2024 Q1	$84.7K	Hold	674	–	–	0.01%	194
2023 Q4	$77.1K	Hold	674	–	–	0.01%	179
2023 Q3	$68K	Buy	+674	New	+$71.6K	0.01%	163

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

Provenance Wealth Advisors's IYJ Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 430 shares worth $71.7K. The position accounts for 0.01% of the portfolio, ranked #204.

Provenance Wealth Advisors first reported a position in IYJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $90.4K in Q4 2025. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Provenance Wealth Advisors held 430 shares of iShares US Industrials ETF worth $71.7K as of Q2 2026.
Provenance Wealth Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #204 holding.
Provenance Wealth Advisors first reported a position in iShares US Industrials ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's iShares US Industrials ETF position peaked at $90.4K in Q4 2025.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.