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 Q1	$6.96M	Buy	+47,186	New	+$7.3M	4.98%	9

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial Consulting's IYJ Position: Q1 2026 in Review

Summit Financial Consulting opened a new position in iShares US Industrials ETF (IYJ) in Q1 2026: 47,186 shares worth $6.96M. The stake represents 4.98% of the portfolio and ranks #9 among its holdings.

329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Summit Financial Consulting held 47,186 shares of iShares US Industrials ETF worth $6.96M as of Q1 2026.
iShares US Industrials ETF was a new Summit Financial Consulting position in Q1 2026.
iShares US Industrials ETF made up 4.98% of Summit Financial Consulting's portfolio in Q1 2026, its #9 holding.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.