Roehl & Yi Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Roehl & Yi Investment 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	$503K	Hold	3,018	–	–	0.17%	113
2026 Q1	$445K	Hold	3,018	–	–	0.17%	100
2025 Q4	$447K	Hold	3,018	–	–	0.18%	104
2025 Q3	$440K	Hold	3,018	–	–	0.19%	103
2025 Q2	$429K	Hold	3,018	–	–	0.22%	97
2025 Q1	$393K	Hold	3,018	–	–	0.21%	101
2024 Q4	$403K	Buy	+3,018	New	+$415K	0.22%	98

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

Roehl & Yi Investment Advisors's IYJ Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 3,018 shares worth $503K. The position accounts for 0.17% of the portfolio, ranked #113.

Roehl & Yi Investment Advisors first reported a position in IYJ in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Roehl & Yi Investment Advisors held 3,018 shares of iShares US Industrials ETF worth $503K as of Q2 2026.
Roehl & Yi Investment Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.17% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #113 holding.
Roehl & Yi Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2024 and has held it in 7 quarters since.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.