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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
Q2 		$848K Sell
5,089
-423
-8% -$66.6K 0.01% 996
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 $1.89T 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

Kestra Private Wealth Services's IYJ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Industrials ETF (IYJ) stake by 7.7% in Q2 2026, selling an estimated $66.6K and leaving 5,089 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #996.

Kestra Private Wealth Services first reported a position in IYJ in Q4 2021 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Kestra Private Wealth Services held 5,089 shares of iShares US Industrials ETF worth $848K as of Q2 2026.
  • Kestra Private Wealth Services sold 423 iShares US Industrials ETF shares in Q2 2026, an estimated $66.6K.
  • iShares US Industrials ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #996 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 13 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.