Urban Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Urban Wealth Management’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	$203K	Buy	+1,220	New	+$192K	0.18%	106

Other funds holding IYJ

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Urban Wealth Management's IYJ Position: Q2 2026 in Review

Urban Wealth Management opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,220 shares worth $203K. The stake represents 0.18% of the portfolio and ranks #106 among its holdings.

136 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Urban Wealth Management held 1,220 shares of iShares US Industrials ETF worth $203K as of Q2 2026.
iShares US Industrials ETF was a new Urban Wealth Management position in Q2 2026.
iShares US Industrials ETF made up 0.18% of Urban Wealth Management's portfolio in Q2 2026, its #106 holding.
136 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.