Wealthspire Advisors (New York)’s iShares US Industrials ETF IYJ Stock Holding History

Wealthspire Advisors (New York)’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	$468K	Buy	2,806 +801	+40%	+$126K	﹤0.01%	823
2026 Q1	$296K	Sell	2,005 -960	-32%	-$149K	﹤0.01%	731
2025 Q4	$439K	Hold	2,965	–	–	﹤0.01%	654
2025 Q3	$433K	Hold	2,965	–	–	﹤0.01%	568
2025 Q2	$422K	Hold	2,965	–	–	﹤0.01%	582
2025 Q1	$386K	Sell	2,965 -23	-0.8%	-$3.12K	﹤0.01%	576
2024 Q4	$399K	Buy	2,988 +23	+0.8%	+$3.16K	﹤0.01%	576
2024 Q3	$396K	Buy	2,965 +173	+6%	+$21.8K	﹤0.01%	549
2024 Q2	$333K	Hold	2,792	–	–	﹤0.01%	516
2024 Q1	$351K	Hold	2,792	–	–	﹤0.01%	493
2023 Q4	$319K	Hold	2,792	–	–	﹤0.01%	510
2023 Q3	$282K	Hold	2,792	–	–	﹤0.01%	499
2023 Q2	$296K	Hold	2,792	–	–	﹤0.01%	461
2023 Q1	$280K	Hold	2,792	–	–	﹤0.01%	454
2022 Q4	$269K	Hold	2,792	–	–	﹤0.01%	478
2022 Q3	$234K	Hold	2,792	–	–	﹤0.01%	451
2022 Q2	$246K	Buy	2,792 +185	+7%	+$17.8K	0.01%	440
2022 Q1	$275K	Buy	+2,607	New	+$275K	0.01%	367

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

Wealthspire Advisors (New York)'s IYJ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Industrials ETF (IYJ) stake by 40% in Q2 2026, buying an estimated $126K and bringing the position to 2,806 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Wealthspire Advisors (New York) first reported a position in IYJ in Q1 2022 and has held it in 18 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Wealthspire Advisors (New York) held 2,806 shares of iShares US Industrials ETF worth $468K as of Q2 2026.
Wealthspire Advisors (New York) bought 801 iShares US Industrials ETF shares in Q2 2026, an estimated $126K.
iShares US Industrials ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #823 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 18 quarters since.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.