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Stonebridge Financial Planning Group’s iShares US Industrials ETF IYJ Stock Holding History

Stonebridge Financial Planning Group’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 		$616K Hold
3,699
– – 0.2% 118
2026
Q1 		$546K Buy
3,699
+1
+0% +$155 0.2% 118
2025
Q4 		$548K Buy
3,698
+1
+0% +$146 0.2% 113
2025
Q3 		$539K Buy
3,697
+1
+0% +$145 0.2% 113
2025
Q2 		$526K Sell
3,696
-24
-0.6% -$3.2K 0.22% 109
2025
Q1 		$484K Sell
3,720
-75
-2% -$10.2K 0.22% 110
2024
Q4 		$507K Buy
3,795
+1
+0% +$138 0.23% 107
2024
Q3 		$507K Buy
3,794
+1
+0% +$126 0.24% 104
2024
Q2 		$453K Sell
3,793
-116
-3% -$14.1K 0.23% 107
2024
Q1 		$491K Sell
3,909
-149
-4% -$17.6K 0.26% 99
2023
Q4 		$464K Sell
4,058
-49
-1% -$5.12K 0.27% 95
2023
Q3 		$414K Sell
4,107
-200
-5% -$21.2K 0.27% 96
2023
Q2 		$457K Sell
4,307
-200
-4% -$20K 0.28% 85
2023
Q1 		$451K Sell
4,507
-199
-4% -$19.9K 0.29% 89
2022
Q4 		$454K Hold
4,706
– – 0.3% 84
2022
Q3 		$394K Sell
4,706
-199
-4% -$18.6K 0.28% 86
2022
Q2 		$432K Sell
4,905
-298
-6% -$28.6K 0.29% 76
2022
Q1 		$549K Sell
5,203
-54
-1% -$5.7K 0.31% 71
2021
Q4 		$556K Hold
5,257
– – 0.29% 67
2021
Q3 		$587K Sell
5,257
-199
-4% -$22.3K 0.29% 73
2021
Q2 		$616K Hold
5,456
– – 0.33% 64
2021
Q1 		$597K Hold
5,456
– – 0.35% 58
2020
Q4 		$530K Buy
5,456
+2
+0% +$183 0.34% 57
2020
Q3 		$481K Sell
5,454
-708
-11% -$57.6K 0.35% 59
2020
Q2 		$467K Sell
6,162
-548
-8% -$38.4K 0.4% 52
2020
Q1 		$441K Sell
6,710
-548
-8% -$42.7K 0.44% 49
2019
Q4 		$608K Buy
+7,258
New +$592K 0.55% 44

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

Stonebridge Financial Planning Group's IYJ Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 3,699 shares worth $616K. The position accounts for 0.2% of the portfolio, ranked #118.

Stonebridge Financial Planning Group first reported a position in IYJ in Q4 2019 and has held it in 27 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,699 shares of iShares US Industrials ETF worth $616K as of Q2 2026.
  • Stonebridge Financial Planning Group left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.2% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #118 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 27 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.