SWM
IYJ icon

SHP Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

SHP Wealth Management’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 		$76K Buy
456
+409
+870% +$64.4K 0.01% 457
2026
Q1 		$6.93K Hold
47
– – ﹤0.01% 991
2025
Q4 		$6.96K Buy
+47
New +$6.87K ﹤0.01% 920

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

SHP Wealth Management's IYJ Position: Q2 2026 in Review

SHP Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 870% in Q2 2026, buying an estimated $64.4K and bringing the position to 456 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #457.

SHP Wealth Management first reported a position in IYJ in Q4 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • SHP Wealth Management held 456 shares of iShares US Industrials ETF worth $76K as of Q2 2026.
  • SHP Wealth Management bought 409 iShares US Industrials ETF shares in Q2 2026, an estimated $64.4K.
  • iShares US Industrials ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #457 holding.
  • SHP Wealth Management first reported a position in iShares US Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.