Wealth Enhancement Advisory Services
IYJ icon

Wealth Enhancement Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Wealth Enhancement Advisory Services’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 		$404K Buy
2,469
+247
+11% +$38.9K ﹤0.01% 2903
2026
Q1 		$330K Sell
2,222
-769
-26% -$119K ﹤0.01% 2680
2025
Q4 		$463K Sell
2,991
-162
-5% -$23.7K ﹤0.01% 2538
2025
Q3 		$463K Buy
3,153
+545
+21% +$78.9K ﹤0.01% 2429
2025
Q2 		$378K Buy
+2,608
New +$348K ﹤0.01% 2441
2025
Q1 		– Sell
-1,621
Closed -$216K – 3065
2024
Q4 		$216K Buy
+1,621
New +$223K ﹤0.01% 2638
2024
Q2 		– Sell
-2,718
Closed -$342K – 2658
2024
Q1 		$342K Buy
2,718
+70
+3% +$8.27K ﹤0.01% 1828
2023
Q4 		$303K Buy
2,648
+87
+3% +$9.1K ﹤0.01% 1804
2023
Q3 		$258K Buy
+2,561
New +$272K ﹤0.01% 1833

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

Wealth Enhancement Advisory Services's IYJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Industrials ETF (IYJ) stake by 11% in Q2 2026, buying an estimated $38.9K and bringing the position to 2,469 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Wealth Enhancement Advisory Services first reported a position in IYJ in Q3 2023 and has held it in 9 quarters since. The position peaked at $463K in Q3 2025. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,469 shares of iShares US Industrials ETF worth $404K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 247 iShares US Industrials ETF shares in Q2 2026, an estimated $38.9K.
  • iShares US Industrials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2903 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Industrials ETF in Q3 2023 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Industrials ETF position peaked at $463K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.