KKM Financial’s iShares US Industrials ETF IYJ Stock Holding History

KKM Financial’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	$1.44M	Sell	8,640 -5,086	-37%	-$801K	0.2%	85
2026 Q1	$2.03M	Hold	13,726	–	–	0.36%	80
2025 Q4	$2.03M	Buy	13,726 +56	+0.4%	+$8.18K	0.36%	80
2025 Q3	$1.99M	Sell	13,670 -3,823	-22%	-$554K	0.63%	54
2025 Q2	$2.49M	Sell	17,493 -1,819	-9%	-$242K	0.87%	53
2025 Q1	$2.51M	Sell	19,312 -766	-4%	-$104K	1.06%	41
2024 Q4	$2.68M	Sell	20,078 -4,106	-17%	-$565K	1.12%	34
2024 Q3	$3.23M	Buy	24,184 +37	+0.2%	+$4.65K	1.6%	16
2024 Q2	$2.89M	Buy	24,147 +829	+4%	+$101K	1.37%	19
2024 Q1	$2.93M	Buy	23,318 +3,420	+17%	+$404K	1.43%	16
2023 Q4	$2.28M	Buy	+19,898	New	+$2.08M	1.43%	22

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KKM Financial's IYJ Position: Q2 2026 in Review

KKM Financial reduced its iShares US Industrials ETF (IYJ) stake by 37% in Q2 2026, selling an estimated $801K and leaving 8,640 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #85.

KKM Financial first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.23M in Q3 2024. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

KKM Financial held 8,640 shares of iShares US Industrials ETF worth $1.44M as of Q2 2026.
KKM Financial sold 5,086 iShares US Industrials ETF shares in Q2 2026, an estimated $801K.
iShares US Industrials ETF made up 0.2% of KKM Financial's portfolio in Q2 2026, its #85 holding.
KKM Financial first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares US Industrials ETF position peaked at $3.23M in Q3 2024.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.