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Prospera Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

Prospera Financial 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 		$15.6M Sell
93,578
-2,814
-3% -$443K 0.23% 93
2026
Q1 		$14.2M Sell
96,392
-377
-0.4% -$58.3K 0.23% 96
2025
Q4 		$14.3M Buy
96,769
+3,479
+4% +$508K 0.24% 96
2025
Q3 		$13.6M Buy
93,290
+15,386
+20% +$2.23M 0.23% 94
2025
Q2 		$11.1M Sell
77,904
-87,827
-53% -$11.7M 0.21% 105
2025
Q1 		$21.6M Buy
165,731
+9,195
+6% +$1.25M 0.5% 39
2024
Q4 		$20.9M Buy
156,536
+4,987
+3% +$686K 0.49% 40
2024
Q3 		$20.3M Buy
151,549
+9,162
+6% +$1.15M 0.52% 42
2024
Q2 		$17M Buy
142,387
+13,639
+11% +$1.66M 0.47% 43
2024
Q1 		$16.2M Buy
128,748
+26,891
+26% +$3.18M 0.48% 37
2023
Q4 		$11.6M Buy
101,857
+3,096
+3% +$324K 0.39% 50
2023
Q3 		$9.96M Sell
98,761
-1,178
-1% -$125K 0.39% 49
2023
Q2 		$10.6M Sell
99,939
-6,884
-6% -$688K 0.41% 51
2023
Q1 		$10.7M Buy
106,823
+80,476
+305% +$8.05M 0.44% 40
2022
Q4 		$2.54M Sell
26,347
-757
-3% -$71.4K 0.13% 186
2022
Q3 		$2.27M Buy
27,104
+6,220
+30% +$583K 0.12% 212
2022
Q2 		$1.84M Sell
20,884
-11,372
-35% -$1.09M 0.09% 253
2022
Q1 		$3.4M Sell
32,256
-40,373
-56% -$4.26M 0.14% 175
2021
Q4 		$8.19M Sell
72,629
-25
-0% -$2.77K 0.35% 54
2021
Q3 		$7.79M Buy
72,654
+41,859
+136% +$4.7M 0.39% 40
2021
Q2 		$3.42M Buy
30,795
+1,147
+4% +$127K 0.17% 149
2021
Q1 		$3.13M Buy
29,648
+18,651
+170% +$1.87M 0.19% 133
2020
Q4 		$1.07M Sell
10,997
-17,961
-62% -$1.64M 0.07% 280
2020
Q3 		$2.42M Buy
28,958
+21,536
+290% +$1.75M 0.92% 17
2020
Q2 		$560K Sell
7,422
-1,554
-17% -$109K 0.05% 327
2020
Q1 		$557K Sell
8,976
-6,532
-42% -$509K 0.06% 283
2019
Q4 		$1.3M Buy
15,508
+2
+0% +$163 0.1% 225
2019
Q3 		$1.23M Buy
15,506
+3,660
+31% +$288K 0.13% 162
2019
Q2 		$940K Buy
11,846
+930
+9% +$71.9K 0.11% 166
2019
Q1 		$847K Buy
10,916
+2,684
+33% +$194K 0.28% 103
2018
Q4 		$529K Sell
8,232
-37,814
-82% -$2.66M 0.11% 190
2018
Q3 		$3.52M Sell
46,046
-12,744
-22% -$969K 0.66% 16
2018
Q2 		$4.23M Sell
58,790
-342
-0.6% -$25K 0.57% 23
2018
Q1 		$4.28M Buy
59,132
+6,458
+12% +$486K 0.6% 21
2017
Q4 		$3.9M Sell
52,674
-4,192
-7% -$299K 0.6% 22
2017
Q3 		$3.95M Buy
56,866
+1,092
+2% +$73K 0.6% 19
2017
Q2 		$3.67M Buy
55,774
+432
+0.8% +$27.9K 0.59% 21
2017
Q1 		$3.48M Buy
55,342
+15,928
+40% +$995K 0.63% 21
2016
Q4 		$2.38M Buy
39,414
+27,534
+232% +$1.61M 0.47% 40
2016
Q3 		$679K Buy
+11,880
New +$675K 0.14% 136
2015
Q2 		– Sell
-4,826
Closed -$260K – 318
2015
Q1 		$260K Hold
4,826
– – 0.06% 242
2014
Q4 		$257K Sell
4,826
-340,760
-99% -$17.7M 0.06% 228
2014
Q3 		$17.5M Buy
345,586
+68,360
+25% +$3.51M 4.71% 6
2014
Q2 		$14.4M Buy
+277,226
New +$14.1M 3.88% 8
2014
Q1 		– Sell
-242,486
Closed -$12.3M – 275
2013
Q4 		$12.3M Buy
242,486
+29,330
+14% +$1.4M 4.13% 2
2013
Q3 		$9.73M Buy
213,156
+26,796
+14% +$1.18M 3.69% 5
2013
Q2 		$7.81M Buy
+186,360
New +$7.71M 3.62% 4

Other funds holding IYJ

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $186M AUM
MCM
Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Prospera Financial Services's IYJ Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares US Industrials ETF (IYJ) stake by 2.9% in Q2 2026, selling an estimated $443K and leaving 93,578 shares worth $15.6M. The position accounts for 0.23% of the portfolio, ranked #93.

Prospera Financial Services first reported a position in IYJ in Q2 2013 and has held it in 47 quarters since. The position peaked at $21.6M in Q1 2025. 48 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Prospera Financial Services held 93,578 shares of iShares US Industrials ETF worth $15.6M as of Q2 2026.
  • Prospera Financial Services sold 2,814 iShares US Industrials ETF shares in Q2 2026, an estimated $443K.
  • iShares US Industrials ETF made up 0.23% of Prospera Financial Services's portfolio in Q2 2026, its #93 holding.
  • Prospera Financial Services first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 47 quarters since.
  • Prospera Financial Services's iShares US Industrials ETF position peaked at $21.6M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.