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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's IYJ Position: Q1 2026 in Review

SHP Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q1 2026 at 47 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

SHP Wealth Management first reported a position in IYJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.96K in Q4 2025. 330 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • SHP Wealth Management held 47 shares of iShares US Industrials ETF worth $6.93K as of Q1 2026.
  • SHP Wealth Management left its iShares US Industrials ETF share count unchanged in Q1 2026.
  • iShares US Industrials ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #991 holding.
  • SHP Wealth Management first reported a position in iShares US Industrials ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares US Industrials ETF position peaked at $6.96K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.