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Centaurus Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Centaurus Financial’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 		$189K Hold
1,196
– – 0.01% 831
2025
Q4 		$198K Buy
1,196
+6
+0.5% +$987 0.01% 806
2025
Q3 		$193K Sell
1,190
-370
-24% -$57.9K 0.01% 801
2025
Q2 		$235K Buy
1,560
+30
+2% +$4.18K 0.01% 671
2025
Q1 		$208K Sell
1,530
-19
-1% -$2.73K 0.01% 671
2024
Q4 		$222K Sell
1,549
-90
-5% -$12.9K 0.01% 633
2024
Q3 		$229K Sell
1,639
-65
-4% -$8.74K 0.01% 609
2024
Q2 		$225K Sell
1,704
-328
-16% -$41.8K 0.02% 572
2024
Q1 		$260K Sell
2,032
-135
-6% -$16.4K 0.02% 547
2023
Q4 		$253K Sell
2,167
-195
-8% -$21.2K 0.02% 527
2023
Q3 		$247K Sell
2,362
-1,253
-35% -$136K 0.02% 507
2023
Q2 		$392K Sell
3,615
-367
-9% -$37.5K 0.03% 408
2023
Q1 		$398K Sell
3,982
-36
-0.9% -$3.52K 0.03% 468
2022
Q4 		$375K Sell
4,018
-79
-2% -$7.43K 0.04% 433
2022
Q3 		$359K Buy
4,097
+370
+10% +$36.1K 0.04% 431
2022
Q2 		$344K Buy
3,727
+2,507
+205% +$252K 0.03% 462
2022
Q1 		$136K Buy
1,220
+240
+24% +$26.4K 0.01% 774
2021
Q4 		$115K Hold
980
– – 0.01% 852
2021
Q3 		$106K Sell
980
-400
-29% -$44.4K 0.01% 850
2021
Q2 		$149K Buy
+1,380
New +$145K 0.01% 747
2020
Q1 		– Sell
-1,520
Closed -$121K – 585
2019
Q4 		$121K Buy
+1,520
New +$116K 0.02% 570
2019
Q3 		– Sell
-1,520
Closed -$111K – 519
2019
Q2 		$111K Buy
1,520
+1,306
+610% +$93.9K 0.02% 551
2019
Q1 		$760 Buy
+214
New +$14.5K ﹤0.01% 537
2018
Q4 		– Sell
-2
Closed -$111 – 510
2018
Q3 		$111 Sell
2
-3,202
-100% -$229K 0.02% 501
2018
Q2 		$218K Buy
3,204
+1,340
+72% +$90.8K 0.03% 493
2018
Q1 		$123K Buy
+1,864
New +$127K 0.03% 405

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Centaurus Financial's IYY Position: Q1 2026 in Review

Centaurus Financial held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,196 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #831.

Centaurus Financial first reported a position in IYY in Q1 2018 and has held it in 26 quarters since. The position peaked at $398K in Q1 2023. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Centaurus Financial held 1,196 shares of iShares Dow Jones US ETF worth $189K as of Q1 2026.
  • Centaurus Financial left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #831 holding.
  • Centaurus Financial first reported a position in iShares Dow Jones US ETF in Q1 2018 and has held it in 26 quarters since.
  • Centaurus Financial's iShares Dow Jones US ETF position peaked at $398K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.