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

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 $7.88B AUM 10.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 293 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.
293 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.