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Summit Financial’s iShares US Industrials ETF IYJ Stock Holding History

Summit Financial’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 		$222K Buy
+1,503
New +$233K ﹤0.01% 1311

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

Summit Financial's IYJ Position: Q1 2026 in Review

Summit Financial opened a new position in iShares US Industrials ETF (IYJ) in Q1 2026: 1,503 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings.

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

  • Summit Financial held 1,503 shares of iShares US Industrials ETF worth $222K as of Q1 2026.
  • iShares US Industrials ETF was a new Summit Financial position in Q1 2026.
  • iShares US Industrials ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1311 holding.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.