U.S. Capital Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

U.S. Capital 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 Q1	$715K	Buy	4,849 +44	+0.9%	+$6.81K	0.02%	595
2025 Q4	$712K	Buy	4,805 +628	+15%	+$91.8K	0.02%	567
2025 Q3	$609K	Buy	4,177 +198	+5%	+$28.7K	0.02%	586
2025 Q2	$566K	Sell	3,979 -512	-11%	-$68.2K	0.02%	564
2025 Q1	$585K	Sell	4,491 -322	-7%	-$43.7K	0.02%	550
2024 Q4	$643K	Buy	+4,813	New	+$662K	0.02%	509
2023 Q1	–	Sell	-416	Closed	-$40.1K	–	1089
2022 Q4	$40.1K	Buy	+416	New	+$39.2K	﹤0.01%	931

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

U.S. Capital Wealth Advisors's IYJ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.92% in Q1 2026, buying an estimated $6.81K and bringing the position to 4,849 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #595.

U.S. Capital Wealth Advisors first reported a position in IYJ in Q4 2022 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

U.S. Capital Wealth Advisors held 4,849 shares of iShares US Industrials ETF worth $715K as of Q1 2026.
U.S. Capital Wealth Advisors bought 44 iShares US Industrials ETF shares in Q1 2026, an estimated $6.81K.
iShares US Industrials ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #595 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.