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 Q3	$2.41M	Buy	15,700 +149	+1%	+$24.2K	0.57%	34
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

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Odyssey Capital Advisors Bala Cynwyd, Pennsylvania $140M AUM 24.75% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Westwind Capital's IYJ Position: Q3 2026 in Review

Westwind Capital increased its iShares US Industrials ETF (IYJ) stake by 0.96% in Q3 2026, buying an estimated $24.2K and bringing the position to 15,700 shares worth $2.41M. The position accounts for 0.57% of the portfolio, ranked #34.

Westwind Capital first reported a position in IYJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.59M in Q2 2026. 118 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

Westwind Capital held 15,700 shares of iShares US Industrials ETF worth $2.41M as of Q3 2026.
Westwind Capital bought 149 iShares US Industrials ETF shares in Q3 2026, an estimated $24.2K.
iShares US Industrials ETF made up 0.57% of Westwind Capital's portfolio in Q3 2026, its #34 holding.
Westwind Capital first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 6 quarters since.
Westwind Capital's iShares US Industrials ETF position peaked at $2.59M in Q2 2026.
118 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.