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

Arkansas Financial Group’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 Q1	$4.61M	Buy	27,983 +1,939	+7%	+$321K	0.64%	33
2025 Q4	$4.32M	Buy	26,044 +3,460	+15%	+$569K	0.62%	32
2025 Q3	$3.67M	Buy	22,584 +5,369	+31%	+$840K	0.54%	35
2025 Q2	$2.6M	Buy	17,215 +2,371	+16%	+$330K	0.4%	37
2025 Q1	$1.89M	Sell	14,844 -85	-0.6%	-$12.2K	0.33%	39
2024 Q4	$2.14M	Buy	14,929 +1,706	+13%	+$245K	0.35%	38
2024 Q3	$1.85M	Buy	13,223 +5,901	+81%	+$794K	0.3%	39
2024 Q2	$969K	Buy	7,322 +3,041	+71%	+$388K	0.17%	50
2024 Q1	$548K	Buy	4,281 +1,184	+38%	+$144K	0.1%	54
2023 Q4	$361K	Buy	3,097 +174	+6%	+$18.9K	0.07%	56
2023 Q3	$305K	Buy	+2,923	New	+$318K	0.06%	57
2021 Q1	–	Sell	-2,306	Closed	-$218K	–	45
2020 Q4	$218K	Buy	+2,306	New	+$205K	0.06%	43

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Arkansas Financial Group's IYY Position: Q1 2026 in Review

Arkansas Financial Group increased its iShares Dow Jones US ETF (IYY) stake by 7.4% in Q1 2026, buying an estimated $321K and bringing the position to 27,983 shares worth $4.61M. The position accounts for 0.64% of the portfolio, ranked #33.

Arkansas Financial Group first reported a position in IYY in Q4 2020 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Arkansas Financial Group held 27,983 shares of iShares Dow Jones US ETF worth $4.61M as of Q1 2026.
Arkansas Financial Group bought 1,939 iShares Dow Jones US ETF shares in Q1 2026, an estimated $321K.
iShares Dow Jones US ETF made up 0.64% of Arkansas Financial Group's portfolio in Q1 2026, its #33 holding.
Arkansas Financial Group first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 12 quarters since.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Arkansas Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.