Continuum Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Continuum Advisory’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	$91.1K	Buy	+500	New	+$88.2K	0.01%	659

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

Continuum Advisory's IYY Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 500 shares worth $91.1K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings.

293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Continuum Advisory held 500 shares of iShares Dow Jones US ETF worth $91.1K as of Q2 2026.
iShares Dow Jones US ETF was a new Continuum Advisory position in Q2 2026.
iShares Dow Jones US ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #659 holding.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.