Zhang Financial’s iShares US Industrials ETF IYJ Stock Holding History

Zhang Financial’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	$1.01M	Sell	6,054 -275	-4%	-$43.3K	0.03%	196
2026 Q1	$934K	Buy	6,329 +4,675	+283%	+$723K	0.03%	190
2025 Q4	$245K	Hold	1,654	–	–	0.01%	304
2025 Q3	$241K	Hold	1,654	–	–	0.01%	288
2025 Q2	$235K	Buy	+1,654	New	+$220K	0.01%	267

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

Zhang Financial's IYJ Position: Q2 2026 in Review

Zhang Financial reduced its iShares US Industrials ETF (IYJ) stake by 4.3% in Q2 2026, selling an estimated $43.3K and leaving 6,054 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #196.

Zhang Financial first reported a position in IYJ in Q2 2025 and has held it in 5 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Zhang Financial held 6,054 shares of iShares US Industrials ETF worth $1.01M as of Q2 2026.
Zhang Financial sold 275 iShares US Industrials ETF shares in Q2 2026, an estimated $43.3K.
iShares US Industrials ETF made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #196 holding.
Zhang Financial first reported a position in iShares US Industrials ETF in Q2 2025 and has held it in 5 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.