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

CCG 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	$602K	Hold	3,302	–	–	0.14%	81
2026 Q1	$523K	Hold	3,302	–	–	0.14%	84
2025 Q4	$548K	Hold	3,302	–	–	0.23%	56
2025 Q3	$537K	Hold	3,302	–	–	0.25%	48
2025 Q2	$498K	Hold	3,302	–	–	0.26%	48
2025 Q1	$449K	Hold	3,302	–	–	0.27%	48
2024 Q4	$472K	Hold	3,302	–	–	0.26%	44
2024 Q3	$461K	Hold	3,302	–	–	0.26%	45
2024 Q2	$437K	Hold	3,302	–	–	0.25%	44
2024 Q1	$423K	Sell	3,302 -12	-0.4%	-$1.46K	0.25%	44
2023 Q4	$386K	Hold	3,314	–	–	0.26%	37
2023 Q3	$346K	Hold	3,314	–	–	0.23%	43
2023 Q2	$359K	Hold	3,314	–	–	0.23%	42
2023 Q1	$332K	Hold	3,314	–	–	0.22%	44
2022 Q4	$310K	Hold	3,314	–	–	0.17%	63
2022 Q3	$291K	Hold	3,314	–	–	0.18%	62
2022 Q2	$306K	Hold	3,314	–	–	0.17%	66
2022 Q1	$369K	Hold	3,314	–	–	0.18%	70
2021 Q4	$391K	Hold	3,314	–	–	0.2%	51
2021 Q3	$357K	Hold	3,314	–	–	0.21%	67
2021 Q2	$358K	Hold	3,314	–	–	0.28%	42
2021 Q1	$331K	Hold	3,314	–	–	0.33%	43
2020 Q4	$313K	Hold	3,314	–	–	0.33%	47
2020 Q3	$276K	Hold	3,314	–	–	0.26%	37
2020 Q2	$254K	Sell	3,314 -638	-16%	-$46K	0.24%	40
2020 Q1	$249K	Hold	3,952	–	–	0.24%	46
2019 Q4	$315K	Hold	3,952	–	–	0.2%	61
2019 Q3	$292K	Sell	3,952 -94	-2%	-$6.92K	0.2%	61
2019 Q2	$296K	Sell	4,046 -240	-6%	-$17.2K	0.21%	57
2019 Q1	$303K	Sell	4,286 -80	-2%	-$5.43K	0.24%	49
2018 Q4	$272K	Buy	+4,366	New	+$294K	0.26%	52

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CCG Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 3,302 shares worth $602K. The position accounts for 0.14% of the portfolio, ranked #81.

CCG Wealth Management first reported a position in IYY in Q4 2018 and has held it in 31 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

CCG Wealth Management held 3,302 shares of iShares Dow Jones US ETF worth $602K as of Q2 2026.
CCG Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.14% of CCG Wealth Management's portfolio in Q2 2026, its #81 holding.
CCG Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and has held it in 31 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.