Chung Wu Investment Group’s iShares Dow Jones US ETF IYY Stock Holding History

Chung Wu Investment Group’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	$952K	Sell	5,220 -2,000	-28%	-$353K	0.63%	32
2026 Q1	$1.14M	Buy	7,220 +2,000	+38%	+$331K	0.99%	24
2025 Q4	$866K	Hold	5,220	–	–	0.71%	34
2025 Q3	$848K	Sell	5,220 -20	-0.4%	-$3.13K	0.71%	31
2025 Q2	$791K	Sell	5,240 -1,130	-18%	-$157K	0.82%	27
2025 Q1	$867K	Hold	6,370	–	–	1.04%	23
2024 Q4	$911K	Buy	+6,370	New	+$916K	0.92%	25

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

Chung Wu Investment Group's IYY Position: Q2 2026 in Review

Chung Wu Investment Group reduced its iShares Dow Jones US ETF (IYY) stake by 28% in Q2 2026, selling an estimated $353K and leaving 5,220 shares worth $952K. The position accounts for 0.63% of the portfolio, ranked #32.

Chung Wu Investment Group first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2026. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Chung Wu Investment Group held 5,220 shares of iShares Dow Jones US ETF worth $952K as of Q2 2026.
Chung Wu Investment Group sold 2,000 iShares Dow Jones US ETF shares in Q2 2026, an estimated $353K.
iShares Dow Jones US ETF made up 0.63% of Chung Wu Investment Group's portfolio in Q2 2026, its #32 holding.
Chung Wu Investment Group first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's iShares Dow Jones US ETF position peaked at $1.14M in Q1 2026.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.