V2 Financial group’s iShares US Industrials ETF IYJ Stock Holding History

V2 Financial group’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	$295K	Hold	2,000	–	–	0.14%	84
2025 Q4	$296K	Hold	2,000	–	–	0.15%	79
2025 Q3	$292K	Hold	2,000	–	–	0.16%	72
2025 Q2	$285K	Hold	2,000	–	–	0.17%	67
2025 Q1	$260K	Hold	2,000	–	–	0.17%	68
2024 Q4	$267K	Hold	2,000	–	–	0.16%	69
2024 Q3	$267K	Hold	2,000	–	–	0.17%	62
2024 Q2	$250K	Hold	2,000	–	–	0.17%	63
2024 Q1	$251K	Hold	2,000	–	–	0.17%	61
2023 Q4	$229K	Hold	2,000	–	–	0.16%	56
2023 Q3	$202K	Hold	2,000	–	–	0.15%	57
2023 Q2	$212K	Hold	2,000	–	–	0.15%	57
2023 Q1	$200K	Buy	+2,000	New	+$200K	0.14%	57
2022 Q2	–	Sell	-2,000	Closed	-$211K	–	60
2022 Q1	$211K	Hold	2,000	–	–	0.16%	59
2021 Q4	$225K	Hold	2,000	–	–	0.18%	64
2021 Q3	$214K	Hold	2,000	–	–	0.18%	57
2021 Q2	$222K	Hold	2,000	–	–	0.19%	53
2021 Q1	$211K	Buy	+2,000	New	+$201K	0.19%	55

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

V2 Financial group's IYJ Position: Q1 2026 in Review

V2 Financial group held its iShares US Industrials ETF (IYJ) position steady in Q1 2026 at 2,000 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #84.

V2 Financial group first reported a position in IYJ in Q1 2021 and has held it in 18 quarters since. The position peaked at $296K in Q4 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

V2 Financial group held 2,000 shares of iShares US Industrials ETF worth $295K as of Q1 2026.
V2 Financial group left its iShares US Industrials ETF share count unchanged in Q1 2026.
iShares US Industrials ETF made up 0.14% of V2 Financial group's portfolio in Q1 2026, its #84 holding.
V2 Financial group first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 18 quarters since.
V2 Financial group's iShares US Industrials ETF position peaked at $296K in Q4 2025.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.