Swisher Financial Concepts’s iShares US Industrials ETF IYJ Stock Holding History

Swisher Financial Concepts’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	$182K	Sell	1,092 -2,328	-68%	-$367K	0.11%	71
2026 Q1	$505K	Sell	3,420 -360	-10%	-$55.7K	0.28%	54
2025 Q4	$560K	Sell	3,780 -86	-2%	-$12.6K	0.32%	51
2025 Q3	$564K	Sell	3,866 -286	-7%	-$41.4K	0.34%	49
2025 Q2	$591K	Sell	4,152 -305	-7%	-$40.6K	0.38%	46
2025 Q1	$580K	Buy	4,457 +1,658	+59%	+$225K	0.48%	37
2024 Q4	$374K	Sell	2,799 -2,588	-48%	-$356K	0.44%	39
2024 Q3	$715K	Sell	5,387 -721	-12%	-$90.6K	0.45%	35
2024 Q2	$728K	Hold	6,108	–	–	0.74%	24
2024 Q1	$751K	Sell	6,108 -234	-4%	-$27.6K	0.65%	23
2023 Q4	$707K	Buy	+6,342	New	+$663K	0.68%	25

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Swisher Financial Concepts's IYJ Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares US Industrials ETF (IYJ) stake by 68% in Q2 2026, selling an estimated $367K and leaving 1,092 shares worth $182K. The position accounts for 0.11% of the portfolio, ranked #71.

Swisher Financial Concepts first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $751K in Q1 2024. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Swisher Financial Concepts held 1,092 shares of iShares US Industrials ETF worth $182K as of Q2 2026.
Swisher Financial Concepts sold 2,328 iShares US Industrials ETF shares in Q2 2026, an estimated $367K.
iShares US Industrials ETF made up 0.11% of Swisher Financial Concepts's portfolio in Q2 2026, its #71 holding.
Swisher Financial Concepts first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's iShares US Industrials ETF position peaked at $751K in Q1 2024.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.