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Bogart Wealth LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Bogart Wealth LLC’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 		$14K Hold
77
– – ﹤0.01% 910
2026
Q1 		$12.2K Buy
77
+3
+4% +$496 ﹤0.01% 863
2025
Q4 		$12.3K Hold
74
– – ﹤0.01% 819
2025
Q3 		$12K Buy
74
+3
+4% +$469 ﹤0.01% 792
2025
Q2 		$10.7K Hold
71
– – ﹤0.01% 783
2025
Q1 		$9.66K Buy
71
+1
+1% +$143 ﹤0.01% 765
2024
Q4 		$10K Buy
70
+30
+75% +$4.32K ﹤0.01% 738
2024
Q3 		$5.58K Buy
+40
New +$5.38K ﹤0.01% 809

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bogart Wealth LLC's IYY Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 77 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Bogart Wealth LLC first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Bogart Wealth LLC held 77 shares of iShares Dow Jones US ETF worth $14K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #910 holding.
  • Bogart Wealth LLC first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.