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Waverly Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Waverly 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
Q2 		$2.77M Buy
16,594
+6
+0% +$945 0.02% 615
2026
Q1 		$2.45M Sell
16,588
-9
-0.1% -$1.39K 0.02% 600
2025
Q4 		$2.46M Buy
16,597
+16
+0.1% +$2.34K 0.02% 550
2025
Q3 		$2.42M Sell
16,581
-532
-3% -$77K 0.02% 476
2025
Q2 		$2.44M Buy
17,113
+934
+6% +$124K 0.03% 456
2025
Q1 		$2.11M Sell
16,179
-245
-1% -$33.2K 0.03% 469
2024
Q4 		$2.19M Sell
16,424
-696
-4% -$95.8K 0.03% 366
2024
Q3 		$2.29M Sell
17,120
-1,023
-6% -$129K 0.04% 309
2024
Q2 		$2.17M Buy
18,143
+91
+0.5% +$11.1K 0.04% 304
2024
Q1 		$2.27M Buy
+18,052
New +$2.13M 0.05% 239

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Waverly Advisors's IYJ Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.04% in Q2 2026, buying an estimated $945 and bringing the position to 16,594 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #615.

Waverly Advisors first reported a position in IYJ in Q1 2024 and has held it in 10 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Waverly Advisors held 16,594 shares of iShares US Industrials ETF worth $2.77M as of Q2 2026.
  • Waverly Advisors bought 6 iShares US Industrials ETF shares in Q2 2026, an estimated $945.
  • iShares US Industrials ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #615 holding.
  • Waverly Advisors first reported a position in iShares US Industrials ETF in Q1 2024 and has held it in 10 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.