Arax Advisory Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58K Buy
+318
New +$56.1K ﹤0.01% 3153
2026
Q1
Sell
-284
Closed -$47.1K 4076
2025
Q4
$47.1K Buy
+284
New +$46.7K ﹤0.01% 1635

Other funds holding IYY

Arax Advisory Partners's IYY Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 318 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #3153 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IYY as recently as Q4 2025.

Arax Advisory Partners first reported a position in IYY in Q4 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Arax Advisory Partners held 318 shares of iShares Dow Jones US ETF worth $58K as of Q2 2026.
  • iShares Dow Jones US ETF was a new Arax Advisory Partners position in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3153 holding.
  • Arax Advisory Partners first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.