AP
IYY icon

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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Aspect Partners's IYY Position: Q2 2026 in Review

Aspect Partners held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,342 shares worth $427K. The position accounts for 0.16% of the portfolio, ranked #52.

Aspect Partners first reported a position in IYY in Q4 2023 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Aspect Partners held 2,342 shares of iShares Dow Jones US ETF worth $427K as of Q2 2026.
  • Aspect Partners left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.16% of Aspect Partners's portfolio in Q2 2026, its #52 holding.
  • Aspect Partners first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 11 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.