Ballew Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Ballew Advisors’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	$616K	Sell	3,390 -40	-1%	-$7.06K	0.32%	61
2026 Q1	$568K	Sell	3,430 -610	-15%	-$101K	0.32%	65
2025 Q4	$683K	Sell	4,040 -80	-2%	-$13.2K	0.38%	56
2025 Q3	$666K	Sell	4,120 -260	-6%	-$40.7K	0.37%	60
2025 Q2	$669K	Sell	4,380 -360	-8%	-$50.1K	0.4%	57
2025 Q1	$616K	Hold	4,740	–	–	0.41%	58
2024 Q4	$673K	Sell	4,740 -25	-0.5%	-$3.6K	0.43%	57
2024 Q3	$669K	Sell	4,765 -100	-2%	-$13.5K	0.45%	55
2024 Q2	$664K	Hold	4,865	–	–	0.44%	58
2024 Q1	$612K	Hold	4,865	–	–	0.42%	59
2023 Q4	$565K	Sell	4,865 -1,343	-22%	-$146K	0.42%	57
2023 Q3	$644K	Sell	6,208 -985	-14%	-$107K	0.53%	56
2023 Q2	$779K	Hold	7,193	–	–	0.56%	49
2023 Q1	$767K	Sell	7,193 -1,892	-21%	-$185K	0.56%	50
2022 Q4	$883K	Hold	9,085	–	–	0.68%	38
2022 Q3	$803K	Hold	9,085	–	–	0.72%	39
2022 Q2	$840K	Hold	9,085	–	–	0.77%	34
2022 Q1	$992K	Sell	9,085 -130	-1%	-$14.3K	0.76%	30
2021 Q4	$1.06M	Sell	9,215 -233	-2%	-$26.8K	0.74%	33
2021 Q3	$1.04M	Sell	9,448 -313	-3%	-$34.7K	0.76%	35
2021 Q2	$1.07M	Sell	9,761 -9,761	-50%	-$1.03M	0.74%	36
2021 Q1	$1.97M	Buy	19,522 +9,761	+100%	+$953K	0.73%	37
2020 Q4	$935K	Buy	9,761 +1,821	+23%	+$162K	0.72%	33
2020 Q3	$673K	Hold	7,940	–	–	0.57%	42
2020 Q2	$617K	Sell	7,940 -660	-8%	-$47.6K	0.61%	36
2020 Q1	$542K	Sell	8,600 -480	-5%	-$36.2K	0.61%	32
2019 Q4	$735K	Hold	9,080	–	–	0.63%	32
2019 Q3	$651K	Sell	9,080 -200	-2%	-$14.7K	0.59%	36
2019 Q2	$695K	Hold	9,280	–	–	0.63%	36
2019 Q1	$679K	Sell	9,280 -560	-6%	-$38K	0.62%	35
2018 Q4	$666K	Sell	9,840 -206	-2%	-$13.9K	0.63%	35
2018 Q3	$664K	Sell	10,046 -198	-2%	-$14.1K	0.61%	36
2018 Q2	$698K	Sell	10,244 -1,820	-15%	-$123K	0.79%	33
2018 Q1	$797K	Buy	12,064 +1,522	+14%	+$104K	0.7%	38
2017 Q4	$704K	Buy	+10,542	New	+$687K	0.7%	36

Other funds holding IYY

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

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

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Ballew Advisors's IYY Position: Q2 2026 in Review

Ballew Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 1.2% in Q2 2026, selling an estimated $7.06K and leaving 3,390 shares worth $616K. The position accounts for 0.32% of the portfolio, ranked #61.

Ballew Advisors first reported a position in IYY in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.97M in Q1 2021. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Ballew Advisors held 3,390 shares of iShares Dow Jones US ETF worth $616K as of Q2 2026.
Ballew Advisors sold 40 iShares Dow Jones US ETF shares in Q2 2026, an estimated $7.06K.
iShares Dow Jones US ETF made up 0.32% of Ballew Advisors's portfolio in Q2 2026, its #61 holding.
Ballew Advisors first reported a position in iShares Dow Jones US ETF in Q4 2017 and has held it in 35 quarters since.
Ballew Advisors's iShares Dow Jones US ETF position peaked at $1.97M in Q1 2021.
35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.