Chas P. Smith & Associates (CPS)’s iShares Dow Jones US ETF IYY Stock Holding History

Chas P. Smith & Associates (CPS)’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	$285K	Buy	+1,800	New	+$298K	0.02%	145

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Chas P. Smith & Associates (CPS)'s IYY Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) opened a new position in iShares Dow Jones US ETF (IYY) in Q1 2026: 1,800 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings.

279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Chas P. Smith & Associates (CPS) held 1,800 shares of iShares Dow Jones US ETF worth $285K as of Q1 2026.
iShares Dow Jones US ETF was a new Chas P. Smith & Associates (CPS) position in Q1 2026.
iShares Dow Jones US ETF made up 0.02% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #145 holding.
279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.