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Summit Financial Consulting’s iShares US Industrials ETF IYJ Stock Holding History

Summit Financial Consulting’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 		– Sell
-47,186
Closed -$6.96M – 51
2026
Q1 		$6.96M Buy
+47,186
New +$7.3M 4.98% 9

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

Summit Financial Consulting's IYJ Position: Q2 2026 in Review

Summit Financial Consulting sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 47,186 shares — an estimated $6.96M sold.

Summit Financial Consulting first reported a position in IYJ in Q1 2026 and held it in 1 quarter. The position peaked at $6.96M in Q1 2026. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Summit Financial Consulting reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Consulting sold 47,186 iShares US Industrials ETF shares in Q2 2026, an estimated $6.96M.
  • Summit Financial Consulting first reported a position in iShares US Industrials ETF in Q1 2026 and held it in 1 quarter.
  • Summit Financial Consulting's iShares US Industrials ETF position peaked at $6.96M in Q1 2026.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.