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

Aspect Partners’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	$394K	Sell	2,127 -215	-9%	-$39.8K	0.15%	56
2026 Q2	$427K	Hold	2,342	–	–	0.16%	52
2026 Q1	$371K	Hold	2,342	–	–	0.15%	56
2025 Q4	$388K	Hold	2,342	–	–	0.17%	58
2025 Q3	$381K	Hold	2,342	–	–	0.17%	55
2025 Q2	$353K	Hold	2,342	–	–	0.17%	56
2025 Q1	$319K	Hold	2,342	–	–	0.18%	51
2024 Q4	$335K	Hold	2,342	–	–	0.19%	49
2024 Q3	$327K	Hold	2,342	–	–	0.18%	51
2024 Q2	$310K	Hold	2,342	–	–	0.18%	57
2024 Q1	$300K	Hold	2,342	–	–	0.24%	56
2023 Q4	$273K	Buy	+2,342	New	+$255K	0.18%	56

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $154M AUM 13.88% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspect Partners's IYY Position: Q3 2026 in Review

Aspect Partners reduced its iShares Dow Jones US ETF (IYY) stake by 9.2% in Q3 2026, selling an estimated $39.8K and leaving 2,127 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #56.

Aspect Partners first reported a position in IYY in Q4 2023 and has held it in 12 quarters since. The position peaked at $427K in Q2 2026. 66 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Aspect Partners held 2,127 shares of iShares Dow Jones US ETF worth $394K as of Q3 2026.
Aspect Partners sold 215 iShares Dow Jones US ETF shares in Q3 2026, an estimated $39.8K.
iShares Dow Jones US ETF made up 0.15% of Aspect Partners's portfolio in Q3 2026, its #56 holding.
Aspect Partners first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Dow Jones US ETF position peaked at $427K in Q2 2026.
66 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.