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

Wealth Enhancement Trust 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 		$33.7K Hold
202
– – ﹤0.01% 551
2026
Q1 		$29.8K Hold
202
– – ﹤0.01% 509
2025
Q4 		$29.9K Buy
+202
New +$29.5K ﹤0.01% 484

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 202 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Wealth Enhancement Trust Services first reported a position in IYJ in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Wealth Enhancement Trust Services held 202 shares of iShares US Industrials ETF worth $33.7K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #551 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares US Industrials ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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