Root Financial Partners
IYJ icon

Root Financial Partners’s iShares US Industrials ETF IYJ Stock Holding History

Root Financial Partners’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
Q3 		$51.2K Buy
+334
New +$54.3K ﹤0.01% 1075
2026
Q2 		– Sell
-334
Closed -$49.3K – 1824
2026
Q1 		$49.3K Hold
334
– – ﹤0.01% 880
2025
Q4 		$49.5K Buy
334
+98
+42% +$14.3K ﹤0.01% 719
2025
Q3 		$34.4K Buy
+236
New +$34.2K ﹤0.01% 821

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Root Financial Partners's IYJ Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Industrials ETF (IYJ) in Q3 2026: 334 shares worth $51.2K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IYJ as recently as Q1 2026.

Root Financial Partners first reported a position in IYJ in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

  • Root Financial Partners held 334 shares of iShares US Industrials ETF worth $51.2K as of Q3 2026.
  • iShares US Industrials ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Industrials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1075 holding.
  • Root Financial Partners first reported a position in iShares US Industrials ETF in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.