Kingswood Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Kingswood Wealth 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 Q1	$4.66M	Buy	31,569 +6,534	+26%	+$1.01M	0.22%	105
2025 Q4	$3.71M	Buy	25,035 +555	+2%	+$81.1K	0.18%	130
2025 Q3	$3.57M	Buy	24,480 +21,550	+735%	+$3.12M	0.22%	114
2025 Q2	$417K	Buy	2,930 +53	+2%	+$7.06K	0.03%	464
2025 Q1	$375K	Sell	2,877 -1,195	-29%	-$162K	0.03%	473
2024 Q4	$544K	Sell	4,072 -22,593	-85%	-$3.11M	0.04%	416
2024 Q3	$3.56M	Buy	+26,665	New	+$3.35M	0.25%	92

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingswood Wealth Advisors's IYJ Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its iShares US Industrials ETF (IYJ) stake by 26% in Q1 2026, buying an estimated $1.01M and bringing the position to 31,569 shares worth $4.66M. The position accounts for 0.22% of the portfolio, ranked #105.

Kingswood Wealth Advisors first reported a position in IYJ in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Kingswood Wealth Advisors held 31,569 shares of iShares US Industrials ETF worth $4.66M as of Q1 2026.
Kingswood Wealth Advisors bought 6,534 iShares US Industrials ETF shares in Q1 2026, an estimated $1.01M.
iShares US Industrials ETF made up 0.22% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #105 holding.
Kingswood Wealth Advisors first reported a position in iShares US Industrials ETF in Q3 2024 and has held it in 7 quarters since.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.