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Clark Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Clark Asset Management’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 		$1.26M Buy
6,900
+3,360
+95% +$593K 0.1% 79
2026
Q1 		$561K Hold
3,540
– – 0.05% 123
2025
Q4 		$587K Hold
3,540
– – 0.06% 108
2025
Q3 		$575K Buy
+3,540
New +$554K 0.07% 108

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Clark Asset Management's IYY Position: Q2 2026 in Review

Clark Asset Management increased its iShares Dow Jones US ETF (IYY) stake by 95% in Q2 2026, buying an estimated $593K and bringing the position to 6,900 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #79.

Clark Asset Management first reported a position in IYY in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Clark Asset Management held 6,900 shares of iShares Dow Jones US ETF worth $1.26M as of Q2 2026.
  • Clark Asset Management bought 3,360 iShares Dow Jones US ETF shares in Q2 2026, an estimated $593K.
  • iShares Dow Jones US ETF made up 0.1% of Clark Asset Management's portfolio in Q2 2026, its #79 holding.
  • Clark Asset Management first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.