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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
Q2 		$272K Buy
1,631
+148
+10% +$23.3K ﹤0.01% 2040
2026
Q1 		$219K Buy
+1,483
New +$229K ﹤0.01% 2056

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Integrated Wealth Concepts's IYJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares US Industrials ETF (IYJ) stake by 10% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,631 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Integrated Wealth Concepts first reported a position in IYJ in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Integrated Wealth Concepts held 1,631 shares of iShares US Industrials ETF worth $272K as of Q2 2026.
  • Integrated Wealth Concepts bought 148 iShares US Industrials ETF shares in Q2 2026, an estimated $23.3K.
  • iShares US Industrials ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2040 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Industrials ETF in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.