WBH Advisory’s iShares US Industrials ETF IYJ Stock Holding History

WBH Advisory’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	$210K	Buy	+1,260	New	+$198K	0.01%	356
2022 Q3	–	Sell	-2,584	Closed	-$230K	–	297
2022 Q2	$230K	Buy	+2,584	New	+$248K	0.03%	285

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

WBH Advisory's IYJ Position: Q2 2026 in Review

WBH Advisory opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,260 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: WBH Advisory previously reported a position in IYJ as recently as Q2 2022.

WBH Advisory first reported a position in IYJ in Q2 2022 and has held it in 2 quarters since. The position peaked at $230K in Q2 2022. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

WBH Advisory held 1,260 shares of iShares US Industrials ETF worth $210K as of Q2 2026.
iShares US Industrials ETF was a new WBH Advisory position in Q2 2026.
iShares US Industrials ETF made up 0.01% of WBH Advisory's portfolio in Q2 2026, its #356 holding.
WBH Advisory first reported a position in iShares US Industrials ETF in Q2 2022 and has held it in 2 quarters since.
WBH Advisory's iShares US Industrials ETF position peaked at $230K in Q2 2022.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.