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Southern Capital Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Southern Capital 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 		$7.35M Buy
44,082
+297
+0.7% +$46.8K 3.07% 8
2026
Q1 		$6.46M Buy
43,785
+11,603
+36% +$1.8M 3.02% 8
2025
Q4 		$4.77M Buy
32,182
+615
+2% +$89.9K 2.2% 12
2025
Q3 		$4.6M Buy
31,567
+585
+2% +$84.7K 2.16% 12
2025
Q2 		$4.41M Buy
30,982
+260
+0.8% +$34.6K 2.26% 11
2025
Q1 		$4M Buy
30,722
+673
+2% +$91.2K 2.22% 13
2024
Q4 		$4.01M Buy
30,049
+767
+3% +$106K 2.22% 13
2024
Q3 		$3.91M Buy
29,282
+995
+4% +$125K 2.2% 11
2024
Q2 		$3.38M Buy
28,287
+988
+4% +$120K 2.08% 12
2024
Q1 		$3.43M Sell
27,299
-3,201
-10% -$378K 2.08% 13
2023
Q4 		$3.49M Buy
30,500
+12,089
+66% +$1.26M 2.48% 10
2023
Q3 		$1.86M Sell
18,411
-89
-0.5% -$9.45K 1.55% 15
2023
Q2 		$1.96M Buy
18,500
+784
+4% +$78.3K 1.5% 16
2023
Q1 		$1.77M Buy
17,716
+840
+5% +$84K 1.31% 19
2022
Q4 		$1.63M Buy
+16,876
New +$1.59M 1.26% 21

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

Southern Capital Advisors's IYJ Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.68% in Q2 2026, buying an estimated $46.8K and bringing the position to 44,082 shares worth $7.35M. The position accounts for 3.07% of the portfolio, ranked #8.

Southern Capital Advisors first reported a position in IYJ in Q4 2022 and has held it in 15 quarters since. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Southern Capital Advisors held 44,082 shares of iShares US Industrials ETF worth $7.35M as of Q2 2026.
  • Southern Capital Advisors bought 297 iShares US Industrials ETF shares in Q2 2026, an estimated $46.8K.
  • iShares US Industrials ETF made up 3.07% of Southern Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Southern Capital Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 15 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.