Accredited Investors’s iShares Dow Jones US ETF IYY Stock Holding History

Accredited Investors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+1,100	New	+$194K	0.01%	294

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Accredited Investors's IYY Position: Q2 2026 in Review

Accredited Investors opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,100 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

119 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Accredited Investors held 1,100 shares of iShares Dow Jones US ETF worth $201K as of Q2 2026.
iShares Dow Jones US ETF was a new Accredited Investors position in Q2 2026.
iShares Dow Jones US ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #294 holding.
119 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.