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

Western Wealth Management’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	$208K	Buy	+1,248	New	+$196K	0.01%	957
2025 Q1	–	Sell	-1,556	Closed	-$208K	–	720
2024 Q4	$208K	Sell	1,556 -522	-25%	-$71.8K	0.01%	721
2024 Q3	$278K	Buy	+2,078	New	+$261K	0.02%	627
2023 Q4	–	Sell	-2,916	Closed	-$294K	–	704
2023 Q3	$294K	Hold	2,916	–	–	0.02%	514
2023 Q2	$309K	Sell	2,916 -437	-13%	-$43.7K	0.03%	500
2023 Q1	$336K	Buy	+3,353	New	+$335K	0.03%	471
2022 Q4	–	Sell	-2,400	Closed	-$202K	–	704
2022 Q3	$202K	Hold	2,400	–	–	0.01%	748
2022 Q2	$212K	Sell	2,400 -480	-17%	-$46.1K	0.01%	722
2022 Q1	$304K	Buy	+2,880	New	+$304K	0.01%	669
2021 Q2	$233K	Buy	+2,108	New	+$233K	0.02%	559

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

Western Wealth Management's IYJ Position: Q2 2026 in Review

Western Wealth Management opened a new position in iShares US Industrials ETF (IYJ) in Q2 2026: 1,248 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in IYJ as recently as Q4 2024.

Western Wealth Management first reported a position in IYJ in Q2 2021 and has held it in 10 quarters since. The position peaked at $336K in Q1 2023. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Western Wealth Management held 1,248 shares of iShares US Industrials ETF worth $208K as of Q2 2026.
iShares US Industrials ETF was a new Western Wealth Management position in Q2 2026.
iShares US Industrials ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #957 holding.
Western Wealth Management first reported a position in iShares US Industrials ETF in Q2 2021 and has held it in 10 quarters since.
Western Wealth Management's iShares US Industrials ETF position peaked at $336K in Q1 2023.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.