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Apella Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Apella Capital’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
Q3 		$15.9M Sell
84,157
-174
-0.2% -$32.2K 0.2% 91
2026
Q2 		$15.4M Sell
84,331
-456
-0.5% -$80.4K 0.22% 86
2026
Q1 		$14.7M Sell
84,787
-1,071
-1% -$177K 0.22% 89
2025
Q4 		$14.2M Buy
+85,858
New +$14.1M 0.28% 73

Other funds holding IYY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Apella Capital's IYY Position: Q3 2026 in Review

Apella Capital reduced its iShares Dow Jones US ETF (IYY) stake by 0.21% in Q3 2026, selling an estimated $32.2K and leaving 84,157 shares worth $15.9M. The position accounts for 0.2% of the portfolio, ranked #91.

Apella Capital first reported a position in IYY in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Apella Capital held 84,157 shares of iShares Dow Jones US ETF worth $15.9M as of Q3 2026.
  • Apella Capital sold 174 iShares Dow Jones US ETF shares in Q3 2026, an estimated $32.2K.
  • iShares Dow Jones US ETF made up 0.2% of Apella Capital's portfolio in Q3 2026, its #91 holding.
  • Apella Capital first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.