RFA
IYJ icon

Rollins Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Rollins Financial 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 		$1.08M Sell
6,487
-2,361
-27% -$372K 0.14% 74
2026
Q1 		$1.31M Buy
8,848
+1,641
+23% +$254K 0.21% 62
2025
Q4 		$1.07M Sell
7,207
-6,206
-46% -$907K 0.16% 61
2025
Q3 		$1.96M Buy
13,413
+2,879
+27% +$417K 0.3% 46
2025
Q2 		$1.5M Buy
10,534
+4,038
+62% +$538K 0.24% 54
2025
Q1 		$846K Buy
6,496
+793
+14% +$108K 0.15% 65
2024
Q4 		$762K Sell
5,703
-320
-5% -$44K 0.12% 65
2024
Q3 		$805K Sell
6,023
-1,486
-20% -$187K 0.13% 62
2024
Q2 		$897K Buy
7,509
+1,238
+20% +$151K 0.15% 59
2024
Q1 		$788K Buy
6,271
+1,915
+44% +$226K 0.15% 63
2023
Q4 		$498K Buy
+4,356
New +$456K 0.1% 66

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

Rollins Financial Advisors's IYJ Position: Q2 2026 in Review

Rollins Financial Advisors reduced its iShares US Industrials ETF (IYJ) stake by 27% in Q2 2026, selling an estimated $372K and leaving 6,487 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #74.

Rollins Financial Advisors first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q3 2025. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Rollins Financial Advisors held 6,487 shares of iShares US Industrials ETF worth $1.08M as of Q2 2026.
  • Rollins Financial Advisors sold 2,361 iShares US Industrials ETF shares in Q2 2026, an estimated $372K.
  • iShares US Industrials ETF made up 0.14% of Rollins Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Rollins Financial Advisors first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's iShares US Industrials ETF position peaked at $1.96M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.