Integrated Wealth Concepts’s iShares US Industrials ETF IYJ Stock Holding History

Integrated Wealth Concepts’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 Q1	$219K	Buy	+1,483	New	+$229K	﹤0.01%	2056

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's IYJ Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Industrials ETF (IYJ) in Q1 2026: 1,483 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2056 among its holdings.

329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Integrated Wealth Concepts held 1,483 shares of iShares US Industrials ETF worth $219K as of Q1 2026.
iShares US Industrials ETF was a new Integrated Wealth Concepts position in Q1 2026.
iShares US Industrials ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2056 holding.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.