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

Kestra Private Wealth 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 		$813K Buy
5,512
+21
+0.4% +$3.25K 0.01% 950
2025
Q4 		$814K Sell
5,491
-206
-4% -$30.1K 0.01% 897
2025
Q3 		$831K Sell
5,697
-118
-2% -$17.1K 0.01% 856
2025
Q2 		$828K Buy
5,815
+1,883
+48% +$251K 0.01% 814
2025
Q1 		$512K Buy
3,932
+778
+25% +$105K 0.01% 941
2024
Q4 		$421K Sell
3,154
-116
-4% -$16K 0.01% 1006
2024
Q3 		$437K Buy
3,270
+1,463
+81% +$184K 0.01% 927
2024
Q2 		$216K Buy
1,807
+3
+0.2% +$366 ﹤0.01% 1206
2024
Q1 		$227K Buy
1,804
+2
+0.1% +$236 0.01% 1124
2023
Q4 		$206K Buy
+1,802
New +$188K 0.01% 1098
2022
Q2 		– Sell
-2,024
Closed -$213K – 969
2022
Q1 		$213K Buy
2,024
+178
+10% +$18.8K 0.01% 870
2021
Q4 		$208K Buy
+1,846
New +$205K 0.01% 889

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 Private Wealth Services's IYJ Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares US Industrials ETF (IYJ) stake by 0.38% in Q1 2026, buying an estimated $3.25K and bringing the position to 5,512 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #950.

Kestra Private Wealth Services first reported a position in IYJ in Q4 2021 and has held it in 12 quarters since. The position peaked at $831K in Q3 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Kestra Private Wealth Services held 5,512 shares of iShares US Industrials ETF worth $813K as of Q1 2026.
  • Kestra Private Wealth Services bought 21 iShares US Industrials ETF shares in Q1 2026, an estimated $3.25K.
  • iShares US Industrials ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #950 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's iShares US Industrials ETF position peaked at $831K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.