Wealthspire Advisors (New York)’s iShares US Industrials ETF IYJ Stock Holding History

Wealthspire Advisors (New York)’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	$296K	Sell	2,005 -960	-32%	-$149K	﹤0.01%	731
2025 Q4	$439K	Hold	2,965	–	–	﹤0.01%	654
2025 Q3	$433K	Hold	2,965	–	–	﹤0.01%	568
2025 Q2	$422K	Hold	2,965	–	–	﹤0.01%	582
2025 Q1	$386K	Sell	2,965 -23	-0.8%	-$3.12K	﹤0.01%	576
2024 Q4	$399K	Buy	2,988 +23	+0.8%	+$3.16K	﹤0.01%	576
2024 Q3	$396K	Buy	2,965 +173	+6%	+$21.8K	﹤0.01%	549
2024 Q2	$333K	Hold	2,792	–	–	﹤0.01%	516
2024 Q1	$351K	Hold	2,792	–	–	﹤0.01%	493
2023 Q4	$319K	Hold	2,792	–	–	﹤0.01%	510
2023 Q3	$282K	Hold	2,792	–	–	﹤0.01%	499
2023 Q2	$296K	Hold	2,792	–	–	﹤0.01%	461
2023 Q1	$280K	Hold	2,792	–	–	﹤0.01%	454
2022 Q4	$269K	Hold	2,792	–	–	﹤0.01%	478
2022 Q3	$234K	Hold	2,792	–	–	﹤0.01%	451
2022 Q2	$246K	Buy	2,792 +185	+7%	+$17.8K	0.01%	440
2022 Q1	$275K	Buy	+2,607	New	+$275K	0.01%	367

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s IYJ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares US Industrials ETF (IYJ) stake by 32% in Q1 2026, selling an estimated $149K and leaving 2,005 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Wealthspire Advisors (New York) first reported a position in IYJ in Q1 2022 and has held it in 17 quarters since. The position peaked at $439K in Q4 2025. 330 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Wealthspire Advisors (New York) held 2,005 shares of iShares US Industrials ETF worth $296K as of Q1 2026.
Wealthspire Advisors (New York) sold 960 iShares US Industrials ETF shares in Q1 2026, an estimated $149K.
iShares US Industrials ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #731 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s iShares US Industrials ETF position peaked at $439K in Q4 2025.
330 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.