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Wealth Management Partners’s iShares US Industrials ETF IYJ Stock Holding History

Wealth Management Partners’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 		$553K Hold
3,316
– – 0.13% 108
2026
Q1 		$489K Hold
3,316
– – 0.14% 105
2025
Q4 		$491K Hold
3,316
– – 0.14% 99
2025
Q3 		$484K Sell
3,316
-5
-0.2% -$724 0.15% 96
2025
Q2 		$478K Hold
3,321
– – 0.17% 90
2025
Q1 		$432K Hold
3,321
– – 0.2% 85
2024
Q4 		$443K Sell
3,321
-89
-3% -$12.2K 0.19% 81
2024
Q3 		$456K Sell
3,410
-5
-0.1% -$629 0.21% 75
2024
Q2 		$408K Sell
3,415
-123
-3% -$15K 0.2% 74
2024
Q1 		$445K Sell
3,538
-1,452
-29% -$172K 0.23% 75
2023
Q4 		$571K Sell
4,990
-580
-10% -$60.7K 0.32% 64
2023
Q3 		$562K Hold
5,570
– – 0.35% 58
2023
Q2 		$591K Sell
5,570
-354
-6% -$35.4K 0.37% 56
2023
Q1 		$593K Sell
5,924
-76
-1% -$7.6K 0.41% 51
2022
Q4 		$585K Hold
6,000
– – 0.49% 49
2022
Q3 		$525K Sell
6,000
-1,000
-14% -$93.7K 0.46% 53
2022
Q2 		$606K Sell
7,000
-1,000
-13% -$96.1K 0.53% 48
2022
Q1 		$835K Hold
8,000
– – 0.6% 38
2021
Q4 		$880K Sell
8,000
-62
-0.8% -$6.88K 0.6% 40
2021
Q3 		$864K Sell
8,062
-250
-3% -$28.1K 0.64% 41
2021
Q2 		$924K Buy
8,312
+4,849
+140% +$535K 0.64% 45
2021
Q1 		$371K Sell
3,463
-251
-7% -$25.2K 0.28% 74
2020
Q4 		$357K Buy
+3,714
New +$339K 0.28% 81

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 Management Partners's IYJ Position: Q2 2026 in Review

Wealth Management Partners held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 3,316 shares worth $553K. The position accounts for 0.13% of the portfolio, ranked #108.

Wealth Management Partners first reported a position in IYJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $924K in Q2 2021. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Wealth Management Partners held 3,316 shares of iShares US Industrials ETF worth $553K as of Q2 2026.
  • Wealth Management Partners left its iShares US Industrials ETF share count unchanged in Q2 2026.
  • iShares US Industrials ETF made up 0.13% of Wealth Management Partners's portfolio in Q2 2026, its #108 holding.
  • Wealth Management Partners first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's iShares US Industrials ETF position peaked at $924K in Q2 2021.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.