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Bernicke Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Bernicke Wealth Management’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 		$429K Hold
2,351
– – 0.05% 79
2026
Q1 		$373K Hold
2,351
– – 0.05% 81
2025
Q4 		$390K Buy
+2,351
New +$387K 0.05% 79

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bernicke Wealth Management's IYY Position: Q2 2026 in Review

Bernicke Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,351 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #79.

Bernicke Wealth Management first reported a position in IYY in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Bernicke Wealth Management held 2,351 shares of iShares Dow Jones US ETF worth $429K as of Q2 2026.
  • Bernicke Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.05% of Bernicke Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Bernicke Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.