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Westwind Capital’s iShares US Industrials ETF IYJ Stock Holding History

Westwind Capital’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 		$2.59M Buy
15,551
+463
+3% +$72.9K 0.61% 28
2026
Q1 		$2.23M Sell
15,088
-1,207
-7% -$187K 0.53% 27
2025
Q4 		$2.41M Buy
16,295
+306
+2% +$44.7K 0.49% 31
2025
Q3 		$2.33M Buy
15,989
+7,777
+95% +$1.13M 0.49% 27
2025
Q2 		$1.17M Buy
+8,212
New +$1.09M 0.24% 32

Other funds holding IYJ

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westwind Capital's IYJ Position: Q2 2026 in Review

Westwind Capital increased its iShares US Industrials ETF (IYJ) stake by 3.1% in Q2 2026, buying an estimated $72.9K and bringing the position to 15,551 shares worth $2.59M. The position accounts for 0.61% of the portfolio, ranked #28.

Westwind Capital first reported a position in IYJ in Q2 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Westwind Capital held 15,551 shares of iShares US Industrials ETF worth $2.59M as of Q2 2026.
  • Westwind Capital bought 463 iShares US Industrials ETF shares in Q2 2026, an estimated $72.9K.
  • iShares US Industrials ETF made up 0.61% of Westwind Capital's portfolio in Q2 2026, its #28 holding.
  • Westwind Capital first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.