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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
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

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's IYJ Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 334 shares — an estimated $49.3K sold.

Root Financial Partners first reported a position in IYJ in Q3 2025 and held it in 3 quarters. The position peaked at $49.5K in Q4 2025. 122 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 334 iShares US Industrials ETF shares in Q2 2026, an estimated $49.3K.
  • Root Financial Partners first reported a position in iShares US Industrials ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Industrials ETF position peaked at $49.5K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.