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Kestra Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Kestra Advisory Services’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 		$840K Sell
5,692
-870
-13% -$135K ﹤0.01% 1853
2025
Q4 		$972K Sell
6,562
-2,906
-31% -$425K ﹤0.01% 1673
2025
Q3 		$1.38M Sell
9,468
-329
-3% -$47.6K 0.01% 1381
2025
Q2 		$1.39M Sell
9,797
-195
-2% -$26K 0.01% 1290
2025
Q1 		$1.3M Buy
9,992
+1,597
+19% +$216K 0.01% 1232
2024
Q4 		$1.12M Buy
8,395
+6,510
+345% +$896K 0.01% 1352
2024
Q3 		$252K Sell
1,885
-1,698
-47% -$213K ﹤0.01% 2208
2024
Q2 		$315K Buy
3,583
+926
+35% +$113K ﹤0.01% 2089
2024
Q1 		$334K Buy
2,657
+739
+39% +$87.3K ﹤0.01% 1928
2023
Q4 		$219K Sell
1,918
-823
-30% -$86.1K ﹤0.01% 2048
2023
Q3 		$277K Sell
2,741
-179
-6% -$19K ﹤0.01% 1714
2023
Q2 		$310K Sell
2,920
-2,831
-49% -$283K ﹤0.01% 1588
2023
Q1 		$576K Sell
5,751
-987
-15% -$98.7K 0.01% 1201
2022
Q4 		$650K Buy
6,738
+1,834
+37% +$173K 0.01% 1254
2022
Q3 		$411K Sell
4,904
-3,581
-42% -$335K ﹤0.01% 1422
2022
Q2 		$748K Buy
8,485
+1,286
+18% +$124K 0.01% 1111
2022
Q1 		$759K Sell
7,199
-401
-5% -$42.3K 0.01% 1074
2021
Q4 		$857K Sell
7,600
-7,249
-49% -$804K 0.01% 1055
2021
Q3 		$1.59M Buy
14,849
+7,367
+98% +$827K 0.02% 800
2021
Q2 		$831K Buy
7,482
+906
+14% +$100K 0.01% 1033
2021
Q1 		$695K Sell
6,576
-10,928
-62% -$1.1M 0.01% 1031
2020
Q4 		$1.69M Buy
17,504
+17,428
+22,932% +$1.59M 0.02% 646
2020
Q3 		$450K Buy
+76
New +$6.18K 0.01% 935

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's IYJ Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares US Industrials ETF (IYJ) stake by 13% in Q1 2026, selling an estimated $135K and leaving 5,692 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Kestra Advisory Services first reported a position in IYJ in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q4 2020. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Kestra Advisory Services held 5,692 shares of iShares US Industrials ETF worth $840K as of Q1 2026.
  • Kestra Advisory Services sold 870 iShares US Industrials ETF shares in Q1 2026, an estimated $135K.
  • iShares US Industrials ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1853 holding.
  • Kestra Advisory Services first reported a position in iShares US Industrials ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares US Industrials ETF position peaked at $1.69M in Q4 2020.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.