Clarity Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Clarity Wealth Advisors’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	$349K	Hold	1,917	–	–	0.06%	86
2026 Q1	$304K	Sell	1,917 -202	-10%	-$33.4K	0.06%	87
2025 Q4	$351K	Hold	2,119	–	–	0.07%	80
2025 Q3	$344K	Hold	2,119	–	–	0.08%	80
2025 Q2	$320K	Sell	2,119 -80	-4%	-$11.1K	0.08%	80
2025 Q1	$299K	Hold	2,199	–	–	0.08%	75
2024 Q4	$315K	Sell	2,199 -111	-5%	-$16K	0.09%	74
2024 Q3	$322K	Hold	2,310	–	–	0.09%	76
2024 Q2	$306K	Hold	2,310	–	–	0.1%	75
2024 Q1	$296K	Hold	2,310	–	–	0.1%	76
2023 Q4	$269K	Hold	2,310	–	–	0.1%	77
2023 Q3	$241K	Hold	2,310	–	–	0.11%	69
2023 Q2	$250K	Sell	2,310 -243	-10%	-$24.9K	0.11%	68
2023 Q1	$255K	Buy	2,553 +374	+17%	+$36.6K	0.13%	61
2022 Q4	$204K	Buy	+2,179	New	+$205K	0.12%	63
2022 Q3	–	Sell	-2,179	Closed	-$201K	–	66
2022 Q2	$201K	Hold	2,179	–	–	0.12%	71
2022 Q1	$242K	Sell	2,179 -13	-0.6%	-$1.43K	0.11%	60
2021 Q4	$258K	Sell	2,192 -29	-1%	-$3.33K	0.12%	61
2021 Q3	$239K	Hold	2,221	–	–	0.12%	62
2021 Q2	$239K	Sell	2,221 -47	-2%	-$4.94K	0.12%	56
2021 Q1	$226K	Hold	2,268	–	–	0.13%	56
2020 Q4	$213K	Buy	+2,268	New	+$202K	0.13%	56
2020 Q3	–	Sell	-2,744	Closed	-$210K	–	60
2020 Q2	$210K	Buy	+2,744	New	+$198K	0.17%	60
2020 Q1	–	Sell	-2,812	Closed	-$224K	–	63
2019 Q4	$224K	Buy	+2,812	New	+$215K	0.19%	61

Other funds holding IYY

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

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

KAS

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Clarity Wealth Advisors's IYY Position: Q2 2026 in Review

Clarity Wealth Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,917 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #86.

Clarity Wealth Advisors first reported a position in IYY in Q4 2019 and has held it in 24 quarters since. The position peaked at $351K in Q4 2025. 119 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Clarity Wealth Advisors held 1,917 shares of iShares Dow Jones US ETF worth $349K as of Q2 2026.
Clarity Wealth Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.06% of Clarity Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Clarity Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2019 and has held it in 24 quarters since.
Clarity Wealth Advisors's iShares Dow Jones US ETF position peaked at $351K in Q4 2025.
119 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.