SI
IYJ icon

Stephens Inc’s iShares US Industrials ETF IYJ Stock Holding History

Stephens Inc’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 		$923K Buy
5,541
+4
+0.1% +$630 0.01% 692
2026
Q1 		$817K Buy
5,537
+114
+2% +$17.6K 0.01% 698
2025
Q4 		$804K Sell
5,423
-59
-1% -$8.62K 0.01% 686
2025
Q3 		$800K Buy
5,482
+217
+4% +$31.4K 0.01% 701
2025
Q2 		$749K Sell
5,265
-2,504
-32% -$334K 0.01% 708
2025
Q1 		$1.01M Sell
7,769
-94
-1% -$12.7K 0.01% 614
2024
Q4 		$1.05M Sell
7,863
-221
-3% -$30.4K 0.01% 593
2024
Q3 		$1.08M Buy
8,084
+7
+0.1% +$880 0.02% 587
2024
Q2 		$965K Sell
8,077
-53
-0.7% -$6.46K 0.01% 602
2024
Q1 		$1.02M Buy
8,130
+3,820
+89% +$451K 0.02% 569
2023
Q4 		$493K Hold
4,310
– – 0.01% 751
2023
Q3 		$435K Hold
4,310
– – 0.01% 781
2023
Q2 		$457K Hold
4,310
– – 0.01% 767
2023
Q1 		$432K Sell
4,310
-500
-10% -$50K 0.01% 762
2022
Q4 		$464K Hold
4,810
– – 0.01% 727
2022
Q3 		$403K Sell
4,810
-2
-0% -$187 0.01% 781
2022
Q2 		$424K Sell
4,812
-3,497
-42% -$336K 0.01% 780
2022
Q1 		$876K Sell
8,309
-413
-5% -$43.6K 0.01% 624
2021
Q4 		$983K Buy
8,722
+5
+0.1% +$555 0.01% 638
2021
Q3 		$934K Sell
8,717
-2,975
-25% -$334K 0.01% 669
2021
Q2 		$1.3M Sell
11,692
-1,517
-11% -$167K 0.02% 585
2021
Q1 		$1.4M Buy
13,209
+2,843
+27% +$285K 0.02% 539
2020
Q4 		$1.01M Buy
10,366
+5,692
+122% +$520K 0.02% 591
2020
Q3 		$391K Buy
4,674
+420
+10% +$34.2K 0.01% 798
2020
Q2 		$321K Buy
+4,254
New +$298K 0.01% 818
2020
Q1 		– Sell
-2,968
Closed -$249K – 1161
2019
Q4 		$249K Sell
2,968
-8
-0.3% -$653 0.01% 941
2019
Q3 		$236K Hold
2,976
– – 0.01% 1005
2019
Q2 		$235K Sell
2,976
-990
-25% -$76.5K 0.01% 1015
2019
Q1 		$301K Sell
3,966
-4
-0.1% -$290 0.01% 914
2018
Q4 		$255K Buy
3,970
+198
+5% +$13.9K 0.01% 910
2018
Q3 		$294K Sell
3,772
-2,788
-43% -$212K 0.01% 935
2018
Q2 		$471K Sell
6,560
-20,968
-76% -$1.53M 0.01% 615
2018
Q1 		$2M Buy
27,528
+3,872
+16% +$291K 0.07% 280
2017
Q4 		$1.74M Buy
+23,656
New +$1.69M 0.07% 291
2017
Q3 		– Sell
-3,952
Closed -$260K – 788
2017
Q2 		$260K Buy
+3,952
New +$255K 0.01% 724
2017
Q1 		– Sell
-3,654
Closed -$220K – 857
2016
Q4 		$220K Sell
3,654
-8,386
-70% -$491K 0.01% 688
2016
Q3 		$688K Buy
12,040
+546
+5% +$31K 0.03% 443
2016
Q2 		$632K Buy
+11,494
New +$624K 0.03% 458
2015
Q2 		– Sell
-16,502
Closed -$890K – 829
2015
Q1 		$890K Sell
16,502
-30,710
-65% -$1.65M 0.04% 384
2014
Q4 		$2.52M Buy
47,212
+4,922
+12% +$256K 0.12% 188
2014
Q3 		$2.14M Buy
42,290
+880
+2% +$45.2K 0.11% 207
2014
Q2 		$2.15M Buy
41,410
+8,086
+24% +$412K 0.11% 207
2014
Q1 		$1.68M Buy
33,324
+32
+0.1% +$1.59K 0.09% 236
2013
Q4 		$1.69M Buy
33,292
+556
+2% +$26.5K 0.08% 242
2013
Q3 		$1.48M Buy
32,736
+1,622
+5% +$71.5K 0.08% 250
2013
Q2 		$1.29M Buy
+31,114
New +$1.29M 0.07% 243

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

Stephens Inc's IYJ Position: Q2 2026 in Review

Stephens Inc increased its iShares US Industrials ETF (IYJ) stake by 0.07% in Q2 2026, buying an estimated $630 and bringing the position to 5,541 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #692.

Stephens Inc first reported a position in IYJ in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.52M in Q4 2014. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Stephens Inc held 5,541 shares of iShares US Industrials ETF worth $923K as of Q2 2026.
  • Stephens Inc bought 4 iShares US Industrials ETF shares in Q2 2026, an estimated $630.
  • iShares US Industrials ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #692 holding.
  • Stephens Inc first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 46 quarters since.
  • Stephens Inc's iShares US Industrials ETF position peaked at $2.52M in Q4 2014.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.