AF
IYY icon

Advisornet Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Advisornet Financial’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 		$87.5K Hold
480
– – ﹤0.01% 926
2026
Q1 		$76.1K Hold
480
– – ﹤0.01% 910
2025
Q4 		$79.6K Hold
480
– – ﹤0.01% 898
2025
Q3 		$78K Hold
480
– – ﹤0.01% 872
2025
Q2 		$72.4K Hold
480
– – ﹤0.01% 865
2025
Q1 		$65.3K Hold
480
– – ﹤0.01% 853
2024
Q4 		$68.7K Hold
480
– – 0.01% 787
2024
Q3 		$67K Hold
480
– – 0.01% 812
2024
Q2 		$63.5K Hold
480
– – 0.01% 749
2024
Q1 		$61.5K Hold
480
– – 0.01% 752
2023
Q4 		$55.9K Hold
480
– – 0.01% 782
2023
Q3 		$50.1K Hold
480
– – ﹤0.01% 785
2023
Q2 		$52K Sell
480
-200
-29% -$20.5K ﹤0.01% 802
2023
Q1 		$68K Hold
680
– – 0.01% 712
2022
Q4 		$63.5K Sell
680
-950
-58% -$89.3K 0.01% 732
2022
Q3 		$143K Hold
1,630
– – 0.01% 576
2022
Q2 		$151K Sell
1,630
-1,350
-45% -$136K 0.01% 565
2022
Q1 		$332K Hold
2,980
– – 0.02% 442
2021
Q4 		$351K Buy
2,980
+635
+27% +$72.9K 0.02% 469
2021
Q3 		$253K Buy
+2,345
New +$260K 0.02% 508
2020
Q2 		– Sell
-276
Closed -$17K – 1848
2020
Q1 		$17K Hold
276
– – ﹤0.01% 1107
2019
Q4 		$22K Sell
276
-200
-42% -$15.3K ﹤0.01% 1164
2019
Q3 		$35K Buy
476
+200
+72% +$14.7K ﹤0.01% 1031
2019
Q2 		$20K Hold
276
– – ﹤0.01% 1049
2019
Q1 		$19K Sell
276
-8,000
-97% -$543K ﹤0.01% 1011
2018
Q4 		$515K Hold
8,276
– – 0.07% 244
2018
Q3 		$602K Hold
8,276
– – 0.08% 238
2018
Q2 		$564K Buy
8,276
+8,000
+2,899% +$542K 0.08% 217
2018
Q1 		$18K Hold
276
– – ﹤0.01% 949
2017
Q4 		$18K Buy
+276
New +$18K ﹤0.01% 881

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial's IYY Position: Q2 2026 in Review

Advisornet Financial held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 480 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Advisornet Financial first reported a position in IYY in Q4 2017 and has held it in 30 quarters since. The position peaked at $602K in Q3 2018. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Advisornet Financial held 480 shares of iShares Dow Jones US ETF worth $87.5K as of Q2 2026.
  • Advisornet Financial left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #926 holding.
  • Advisornet Financial first reported a position in iShares Dow Jones US ETF in Q4 2017 and has held it in 30 quarters since.
  • Advisornet Financial's iShares Dow Jones US ETF position peaked at $602K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.