Kennicott Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Kennicott Capital Management’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	$1.47M	Buy	8,805 +750	+9%	+$118K	0.68%	22
2026 Q1	$1.19M	Hold	8,055	–	–	0.65%	24
2025 Q4	$1.19M	Hold	8,055	–	–	0.58%	26
2025 Q3	$1.18M	Buy	8,055 +571	+8%	+$82.7K	0.57%	28
2025 Q2	$1.07M	Buy	+7,484	New	+$997K	0.61%	27

Other funds holding IYJ

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

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return