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Sowell Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

Sowell Financial Services’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 		$351K Buy
2,104
+1
+0% +$157 0.01% 801
2026
Q1 		$310K Buy
2,103
+1
+0% +$155 0.01% 826
2025
Q4 		$311K Buy
2,102
+1
+0% +$146 0.01% 818
2025
Q3 		$306K Sell
2,101
-798
-28% -$116K 0.01% 804
2025
Q2 		$413K Sell
2,899
-13
-0.4% -$1.73K 0.02% 667
2025
Q1 		$379K Buy
+2,912
New +$395K 0.02% 667
2023
Q2 		– Sell
-2,934
Closed -$294K – 690
2023
Q1 		$294K Buy
+2,934
New +$293K 0.02% 564
2021
Q2 		– Sell
-7,803
Closed -$873K – 1645
2021
Q1 		$873K Buy
7,803
+233
+3% +$23.4K 0.03% 452
2020
Q4 		$735K Buy
7,570
+2,632
+53% +$240K 0.03% 408
2020
Q3 		$413K Buy
4,938
+2
+0% +$163 0.02% 517
2020
Q2 		$372K Sell
4,936
-250
-5% -$17.5K 0.02% 537
2020
Q1 		$322K Sell
5,186
-1,726
-25% -$134K 0.02% 522
2019
Q4 		$579K Sell
6,912
-698
-9% -$56.9K 0.04% 406
2019
Q3 		$604K Buy
+7,610
New +$599K 0.05% 358
2019
Q1 		$623K Sell
8,206
-200
-2% -$14.5K 0.07% 276
2018
Q4 		$540K Buy
+8,406
New +$590K 0.08% 256
2018
Q3 		– Sell
-9,482
Closed -$708K – 423
2018
Q2 		$708K Sell
9,482
-448
-5% -$32.8K 0.15% 131
2018
Q1 		$696K Hold
9,930
– – 0.17% 125
2017
Q4 		$769K Buy
9,930
+300
+3% +$21.4K 0.19% 115
2017
Q3 		$680K Buy
9,630
+2
+0% +$134 0.18% 112
2017
Q2 		$642K Buy
9,628
+200
+2% +$12.9K 0.18% 111
2017
Q1 		$610K Buy
9,428
+5,528
+142% +$345K 0.18% 126
2016
Q4 		$247K Buy
+3,900
New +$228K 0.08% 169

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

Sowell Financial Services's IYJ Position: Q2 2026 in Review

Sowell Financial Services increased its iShares US Industrials ETF (IYJ) stake by 0.05% in Q2 2026, buying an estimated $157 and bringing the position to 2,104 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #801.

Sowell Financial Services first reported a position in IYJ in Q4 2016 and has held it in 23 quarters since. The position peaked at $873K in Q1 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Sowell Financial Services held 2,104 shares of iShares US Industrials ETF worth $351K as of Q2 2026.
  • Sowell Financial Services bought 1 iShares US Industrials ETF share in Q2 2026, an estimated $157.
  • iShares US Industrials ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #801 holding.
  • Sowell Financial Services first reported a position in iShares US Industrials ETF in Q4 2016 and has held it in 23 quarters since.
  • Sowell Financial Services's iShares US Industrials ETF position peaked at $873K in Q1 2021.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.