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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
Q2 		$765K Buy
4,197
+2,397
+133% +$423K 0.04% 85
2026
Q1 		$285K Buy
+1,800
New +$298K 0.02% 145

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 $7.88B AUM 10.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s IYY Position: Q2 2026 in Review

Chas P. Smith & Associates (CPS) increased its iShares Dow Jones US ETF (IYY) stake by 133% in Q2 2026, buying an estimated $423K and bringing the position to 4,197 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #85.

Chas P. Smith & Associates (CPS) first reported a position in IYY in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Chas P. Smith & Associates (CPS) held 4,197 shares of iShares Dow Jones US ETF worth $765K as of Q2 2026.
  • Chas P. Smith & Associates (CPS) bought 2,397 iShares Dow Jones US ETF shares in Q2 2026, an estimated $423K.
  • iShares Dow Jones US ETF made up 0.04% of Chas P. Smith & Associates (CPS)'s portfolio in Q2 2026, its #85 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in iShares Dow Jones US ETF in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q2 2026, filed 11 Sep 2026.