KA
IYJ icon

Kovack Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Kovack 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
Q2 		$262K Buy
1,576
+1
+0.1% +$157 0.01% 868
2026
Q1 		$233K Buy
+1,575
New +$244K 0.01% 861
2022
Q3 		– Sell
-13,312
Closed -$1.17M – 607
2022
Q2 		$1.17M Sell
13,312
-6,846
-34% -$658K 0.15% 140
2022
Q1 		$2.13M Buy
20,158
+1,368
+7% +$144K 0.22% 95
2021
Q4 		$2.12M Buy
18,790
+2,212
+13% +$245K 0.2% 113
2021
Q3 		$1.78M Buy
16,578
+913
+6% +$102K 0.19% 131
2021
Q2 		$1.74M Sell
15,665
-583
-4% -$64.3K 0.2% 132
2021
Q1 		$1.72M Buy
16,248
+5,719
+54% +$574K 0.22% 120
2020
Q4 		$1.02M Buy
+10,529
New +$961K 0.15% 154
2020
Q2 		– Sell
-5,052
Closed -$314K – 516
2020
Q1 		$314K Sell
5,052
-546
-10% -$42.5K 0.07% 276
2019
Q4 		$469K Buy
5,598
+580
+12% +$47.3K 0.08% 257
2019
Q3 		$399K Buy
5,018
+750
+18% +$59.1K 0.08% 275
2019
Q2 		$338K Hold
4,268
– – 0.08% 280
2019
Q1 		$324K Buy
4,268
+36
+0.9% +$2.61K 0.08% 277
2018
Q4 		$272K Buy
+4,232
New +$297K 0.08% 280
2018
Q2 		– Sell
-3,086
Closed -$224K – 486
2018
Q1 		$224K Buy
+3,086
New +$232K 0.06% 401

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

Kovack Advisors's IYJ Position: Q2 2026 in Review

Kovack Advisors increased its iShares US Industrials ETF (IYJ) stake by 0.06% in Q2 2026, buying an estimated $157 and bringing the position to 1,576 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #868.

Kovack Advisors first reported a position in IYJ in Q1 2018 and has held it in 16 quarters since. The position peaked at $2.13M in Q1 2022. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Kovack Advisors held 1,576 shares of iShares US Industrials ETF worth $262K as of Q2 2026.
  • Kovack Advisors bought 1 iShares US Industrials ETF share in Q2 2026, an estimated $157.
  • iShares US Industrials ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #868 holding.
  • Kovack Advisors first reported a position in iShares US Industrials ETF in Q1 2018 and has held it in 16 quarters since.
  • Kovack Advisors's iShares US Industrials ETF position peaked at $2.13M in Q1 2022.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.