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NewEdge Wealth’s iShares US Industrials ETF IYJ Stock Holding History

NewEdge Wealth’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 		$523K Buy
+3,542
New +$548K 0.01% 802

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

NewEdge Wealth's IYJ Position: Q1 2026 in Review

NewEdge Wealth opened a new position in iShares US Industrials ETF (IYJ) in Q1 2026: 3,542 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings.

329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • NewEdge Wealth held 3,542 shares of iShares US Industrials ETF worth $523K as of Q1 2026.
  • iShares US Industrials ETF was a new NewEdge Wealth position in Q1 2026.
  • iShares US Industrials ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #802 holding.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.