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Steward Partners Investment Advisory’s iShares US Industrials ETF IYJ Stock Holding History

Steward Partners Investment Advisory’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 		$6.84M Buy
41,037
+2,122
+5% +$334K 0.03% 457
2026
Q1 		$5.74M Buy
38,915
+5,899
+18% +$913K 0.03% 468
2025
Q4 		$4.89M Buy
33,016
+249
+0.8% +$36.4K 0.03% 476
2025
Q3 		$4.78M Buy
32,767
+1,913
+6% +$277K 0.03% 480
2025
Q2 		$4.39M Buy
30,854
+25,121
+438% +$3.35M 0.03% 463
2025
Q1 		$746K Sell
5,733
-1,045
-15% -$142K 0.01% 1033
2024
Q4 		$905K Sell
6,778
-43
-0.6% -$5.92K 0.01% 912
2024
Q3 		$912K Buy
6,821
+57
+0.8% +$7.17K 0.01% 888
2024
Q2 		$808K Buy
6,764
+2,136
+46% +$260K 0.01% 879
2024
Q1 		$582K Buy
4,628
+1,872
+68% +$221K 0.01% 996
2023
Q4 		$315K Buy
2,756
+437
+19% +$45.7K ﹤0.01% 1197
2023
Q3 		$234K Sell
2,319
-25
-1% -$2.65K ﹤0.01% 1210
2023
Q2 		$249K Sell
2,344
-61
-3% -$6.09K ﹤0.01% 1189
2023
Q1 		$241K Buy
2,405
+396
+20% +$39.6K ﹤0.01% 1203
2022
Q4 		$194K Buy
2,009
+27
+1% +$2.55K ﹤0.01% 1252
2022
Q3 		$166K Sell
1,982
-893
-31% -$83.7K ﹤0.01% 1276
2022
Q2 		$253K Hold
2,875
– – ﹤0.01% 1110
2022
Q1 		$303K Sell
2,875
-3,041
-51% -$321K ﹤0.01% 1132
2021
Q4 		$667K Buy
5,916
+480
+9% +$53.2K 0.01% 848
2021
Q3 		$583K Sell
5,436
-337
-6% -$37.8K 0.01% 854
2021
Q2 		$641K Sell
5,773
-142
-2% -$15.7K 0.01% 842
2021
Q1 		$625K Sell
5,915
-19,095
-76% -$1.92M 0.01% 801
2020
Q4 		$2.43M Buy
25,010
+10,014
+67% +$914K 0.05% 330
2020
Q3 		$1.25M Buy
14,996
+1,172
+8% +$95.3K 0.03% 415
2020
Q2 		$1.04M Buy
13,824
+430
+3% +$30.1K 0.03% 441
2020
Q1 		$831K Buy
13,394
+5,222
+64% +$407K 0.03% 428
2019
Q4 		$685K Buy
8,172
+2,132
+35% +$174K 0.02% 552
2019
Q3 		$479K Buy
6,040
+1,472
+32% +$116K 0.02% 595
2019
Q2 		$361K Buy
+4,568
New +$353K 0.01% 642
2018
Q4 		– Sell
-18,940
Closed -$1.48M – 1466
2018
Q3 		$1.48M Buy
18,940
+460
+2% +$35K 0.07% 269
2018
Q2 		$1.33M Sell
18,480
-3,746
-17% -$274K 0.08% 249
2018
Q1 		$1.61M Buy
22,226
+1,212
+6% +$91.2K 0.11% 200
2017
Q4 		$1.55M Buy
21,014
+986
+5% +$70.4K 0.12% 187
2017
Q3 		$1.39M Sell
20,028
-4,180
-17% -$280K 0.14% 149
2017
Q2 		$1.59M Sell
24,208
-31,226
-56% -$2.02M 0.18% 129
2017
Q1 		$3.49M Buy
+55,434
New +$3.46M 0.53% 50

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

Steward Partners Investment Advisory's IYJ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares US Industrials ETF (IYJ) stake by 5.5% in Q2 2026, buying an estimated $334K and bringing the position to 41,037 shares worth $6.84M. The position accounts for 0.03% of the portfolio, ranked #457.

Steward Partners Investment Advisory first reported a position in IYJ in Q1 2017 and has held it in 36 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Steward Partners Investment Advisory held 41,037 shares of iShares US Industrials ETF worth $6.84M as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,122 iShares US Industrials ETF shares in Q2 2026, an estimated $334K.
  • iShares US Industrials ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #457 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Industrials ETF in Q1 2017 and has held it in 36 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.