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Retirement Planning Group (Kansas)’s iShares US Industrials ETF IYJ Stock Holding History

Retirement Planning Group (Kansas)’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 		$210K Buy
+1,263
New +$199K 0.01% 520
2025
Q2 		– Sell
-1,881
Closed -$245K – 312
2025
Q1 		$245K Buy
+1,881
New +$255K 0.01% 265

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

Retirement Planning Group (Kansas)'s IYJ Position: Q2 2026 in Review

Retirement Planning Group (Kansas) opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,263 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in IYJ as recently as Q1 2025.

Retirement Planning Group (Kansas) first reported a position in IYJ in Q1 2025 and has held it in 2 quarters since. The position peaked at $245K in Q1 2025. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Retirement Planning Group (Kansas) held 1,263 shares of iShares US Industrials ETF worth $210K as of Q2 2026.
  • iShares US Industrials ETF was a new Retirement Planning Group (Kansas) position in Q2 2026.
  • iShares US Industrials ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #520 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares US Industrials ETF in Q1 2025 and has held it in 2 quarters since.
  • Retirement Planning Group (Kansas)'s iShares US Industrials ETF position peaked at $245K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.