Valmark Advisers’s iShares US Industrials ETF IYJ Stock Holding History

Valmark Advisers’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	$212K	Buy	+1,274	New	+$201K	﹤0.01%	705
2024 Q2	–	Sell	-2,952	Closed	-$371K	–	571
2024 Q1	$371K	Hold	2,952	–	–	0.01%	422
2023 Q4	$338K	Sell	2,952 -65	-2%	-$6.8K	0.01%	406
2023 Q3	$304K	Hold	3,017	–	–	0.01%	393
2023 Q2	$320K	Sell	3,017 -1	-0%	-$100	0.01%	392
2023 Q1	$302K	Buy	3,018 +5	+0.2%	+$500	0.01%	392
2022 Q4	$291K	Sell	3,013 -290	-9%	-$27.4K	0.01%	373
2022 Q3	$277K	Buy	3,303 +6	+0.2%	+$562	0.01%	361
2022 Q2	$291K	Buy	3,297 +4	+0.1%	+$384	0.01%	353
2022 Q1	$347K	Buy	3,293 +4	+0.1%	+$422	0.01%	348
2021 Q4	$371K	Sell	3,289 -22	-0.7%	-$2.44K	0.01%	320
2021 Q3	$355K	Buy	3,311 +4	+0.1%	+$449	0.01%	307
2021 Q2	$368K	Buy	3,307 +3	+0.1%	+$331	0.01%	308
2021 Q1	$349K	Buy	3,304 +3	+0.1%	+$301	0.01%	308
2020 Q4	$321K	Buy	3,301 +5	+0.2%	+$456	0.01%	294
2020 Q3	$276K	Buy	3,296 +4	+0.1%	+$325	0.01%	246
2020 Q2	$248K	Buy	3,292 +4	+0.1%	+$280	0.01%	237
2020 Q1	$204K	Sell	3,288 -712	-18%	-$55.5K	0.01%	222
2019 Q4	$335K	Sell	4,000 -104	-3%	-$8.48K	0.01%	180
2019 Q3	$326K	Buy	4,104 +4	+0.1%	+$315	0.01%	182
2019 Q2	$324K	Buy	4,100 +6	+0.1%	+$464	0.01%	174
2019 Q1	$311K	Buy	4,094 +6	+0.1%	+$434	0.01%	173
2018 Q4	$263K	Buy	4,088 +1,064	+35%	+$74.7K	0.01%	175
2018 Q3	$236K	Hold	3,024	–	–	0.01%	180
2018 Q2	$217K	Sell	3,024 -80	-3%	-$5.85K	﹤0.01%	181
2018 Q1	$225K	Sell	3,104 -40	-1%	-$3.01K	﹤0.01%	178
2017 Q4	$232K	Buy	+3,144	New	+$224K	0.01%	172

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

Valmark Advisers's IYJ Position: Q2 2026 in Review

Valmark Advisers opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,274 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in IYJ as recently as Q1 2024.

Valmark Advisers first reported a position in IYJ in Q4 2017 and has held it in 27 quarters since. The position peaked at $371K in Q1 2024. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Valmark Advisers held 1,274 shares of iShares US Industrials ETF worth $212K as of Q2 2026.
iShares US Industrials ETF was a new Valmark Advisers position in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #705 holding.
Valmark Advisers first reported a position in iShares US Industrials ETF in Q4 2017 and has held it in 27 quarters since.
Valmark Advisers's iShares US Industrials ETF position peaked at $371K in Q1 2024.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.