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

Cardiff Park 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 Q1	$127K	Hold	800	–	–	0.01%	304
2025 Q4	$133K	Hold	800	–	–	0.01%	291
2025 Q3	$130K	Hold	800	–	–	0.01%	307
2025 Q2	$121K	Hold	800	–	–	0.01%	280
2025 Q1	$109K	Hold	800	–	–	0.01%	283
2024 Q4	$114K	Hold	800	–	–	0.01%	277
2024 Q3	$112K	Hold	800	–	–	0.01%	276
2024 Q2	$106K	Hold	800	–	–	0.01%	266
2024 Q1	$102K	Hold	800	–	–	0.01%	289
2023 Q4	$93.2K	Hold	800	–	–	0.01%	269
2023 Q3	$83.6K	Hold	800	–	–	0.01%	253
2023 Q2	$86.7K	Hold	800	–	–	0.01%	266
2023 Q1	$80.1K	Hold	800	–	–	0.01%	263
2022 Q4	$74.8K	Hold	800	–	–	0.01%	267
2022 Q3	$70K	Hold	800	–	–	0.01%	268
2022 Q2	$74K	Hold	800	–	–	0.01%	268
2022 Q1	$89K	Hold	800	–	–	0.01%	263
2021 Q4	$94K	Buy	+800	New	+$91.9K	0.01%	262

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cardiff Park Advisors's IYY Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 800 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #304.

Cardiff Park Advisors first reported a position in IYY in Q4 2021 and has held it in 18 quarters since. The position peaked at $133K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Cardiff Park Advisors held 800 shares of iShares Dow Jones US ETF worth $127K as of Q1 2026.
Cardiff Park Advisors left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #304 holding.
Cardiff Park Advisors first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares Dow Jones US ETF position peaked at $133K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.