SWA
IYJ icon

Strategic Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Strategic Wealth 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 		$55K Hold
374
– – 0.05% 98
2026
Q1 		$55K Hold
374
– – 0.04% 96
2025
Q4 		$55K Buy
+374
New +$54.6K 0.05% 98

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

Strategic Wealth Advisors's IYJ Position: Q2 2026 in Review

Strategic Wealth Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 374 shares worth $55K. The position accounts for 0.05% of the portfolio, ranked #98.

Strategic Wealth Advisors first reported a position in IYJ in Q4 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Strategic Wealth Advisors held 374 shares of iShares US Industrials ETF worth $55K as of Q2 2026.
  • Strategic Wealth Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.05% of Strategic Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Strategic Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.