KCM Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

KCM Investment Advisors’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	$356K	Hold	2,135	–	–	0.01%	326
2026 Q1	$315K	Hold	2,135	–	–	0.01%	336
2025 Q4	$316K	Hold	2,135	–	–	0.01%	320
2025 Q3	$311K	Hold	2,135	–	–	0.01%	321
2025 Q2	$304K	Hold	2,135	–	–	0.01%	319
2025 Q1	$278K	Hold	2,135	–	–	0.01%	316
2024 Q4	$285K	Hold	2,135	–	–	0.01%	317
2024 Q3	$285K	Hold	2,135	–	–	0.01%	327
2024 Q2	$255K	Hold	2,135	–	–	0.01%	334
2024 Q1	$268K	Hold	2,135	–	–	0.01%	334
2023 Q4	$244K	Hold	2,135	–	–	0.01%	336
2023 Q3	$215K	Hold	2,135	–	–	0.01%	346
2023 Q2	$226K	Hold	2,135	–	–	0.01%	364
2023 Q1	$214K	Sell	2,135 -35	-2%	-$3.5K	0.01%	388
2022 Q4	$209K	Buy	+2,170	New	+$205K	0.01%	381
2022 Q2	–	Sell	-2,170	Closed	-$229K	–	403
2022 Q1	$229K	Hold	2,170	–	–	0.01%	383
2021 Q4	$245K	Sell	2,170 -60	-3%	-$6.65K	0.01%	377
2021 Q3	$239K	Hold	2,230	–	–	0.01%	356
2021 Q2	$248K	Hold	2,230	–	–	0.01%	348
2021 Q1	$236K	Hold	2,230	–	–	0.01%	343
2020 Q4	$217K	Buy	+2,230	New	+$204K	0.01%	336

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

KCM Investment Advisors's IYJ Position: Q2 2026 in Review

KCM Investment Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 2,135 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #326.

KCM Investment Advisors first reported a position in IYJ in Q4 2020 and has held it in 21 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

KCM Investment Advisors held 2,135 shares of iShares US Industrials ETF worth $356K as of Q2 2026.
KCM Investment Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #326 holding.
KCM Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 21 quarters since.
340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.