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IYJ icon

Sunbelt Securities’s iShares US Industrials ETF IYJ Stock Holding History

Sunbelt Securities’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 		$963K Buy
6,525
+355
+6% +$54.9K 0.06% 266
2025
Q4 		$914K Sell
6,170
-1,227
-17% -$179K 0.06% 266
2025
Q3 		$1.08M Buy
7,397
+1,355
+22% +$196K 0.07% 224
2025
Q2 		$807K Buy
6,042
+22
+0.4% +$2.93K 0.07% 242
2025
Q1 		$784K Sell
6,020
-22
-0.4% -$2.98K 0.07% 231
2024
Q4 		$807K Sell
6,042
-670
-10% -$92.2K 0.07% 241
2024
Q3 		$897K Sell
6,712
-1,175
-15% -$148K 0.09% 224
2024
Q2 		$942K Buy
7,887
+1,330
+20% +$162K 0.1% 202
2024
Q1 		$824K Buy
6,557
+5,175
+374% +$611K 0.09% 208
2023
Q4 		$158K Sell
1,382
-1,757
-56% -$184K 0.02% 560
2023
Q3 		$317K Buy
3,139
+2,252
+254% +$239K 0.04% 390
2023
Q2 		$94K Buy
887
+136
+18% +$13.6K 0.01% 662
2023
Q1 		$74.2K Buy
+751
New +$75.1K 0.01% 653
2019
Q3 		– Sell
-5,378
Closed -$426K – 596
2019
Q2 		$426K Hold
5,378
– – 0.19% 151
2019
Q1 		$408K Sell
5,378
-4
-0.1% -$290 0.2% 139
2018
Q4 		$264K Sell
5,382
-146
-3% -$10.3K 0.15% 171
2018
Q3 		$432K Sell
5,528
-300
-5% -$22.8K 0.23% 126
2018
Q2 		$419K Buy
5,828
+20
+0.3% +$1.46K 0.25% 114
2018
Q1 		$421K Buy
5,808
+1,580
+37% +$119K 0.39% 84
2017
Q4 		$312K Buy
4,228
+80
+2% +$5.71K 0.3% 114
2017
Q3 		$287K Buy
+4,148
New +$277K 0.3% 117

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sunbelt Securities's IYJ Position: Q1 2026 in Review

Sunbelt Securities increased its iShares US Industrials ETF (IYJ) stake by 5.8% in Q1 2026, buying an estimated $54.9K and bringing the position to 6,525 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #266.

Sunbelt Securities first reported a position in IYJ in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.08M in Q3 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Sunbelt Securities held 6,525 shares of iShares US Industrials ETF worth $963K as of Q1 2026.
  • Sunbelt Securities bought 355 iShares US Industrials ETF shares in Q1 2026, an estimated $54.9K.
  • iShares US Industrials ETF made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #266 holding.
  • Sunbelt Securities first reported a position in iShares US Industrials ETF in Q3 2017 and has held it in 21 quarters since.
  • Sunbelt Securities's iShares US Industrials ETF position peaked at $1.08M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.