Creative Financial Designs’s iShares Dow Jones US ETF IYY Stock Holding History

Creative Financial Designs’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	$15.3K	Hold	84	–	–	﹤0.01%	1394
2026 Q1	$13.3K	Hold	84	–	–	﹤0.01%	1323
2025 Q4	$13.9K	Hold	84	–	–	﹤0.01%	1264
2025 Q3	$13.6K	Hold	84	–	–	﹤0.01%	1273
2025 Q2	$12.7K	Hold	84	–	–	﹤0.01%	1272
2025 Q1	$11.4K	Hold	84	–	–	﹤0.01%	1255
2024 Q4	$12K	Hold	84	–	–	﹤0.01%	1181
2024 Q3	$11.7K	Sell	84 -46	-35%	-$6.19K	﹤0.01%	1159
2024 Q2	$17.2K	Hold	130	–	–	﹤0.01%	1029
2024 Q1	$16.7K	Hold	130	–	–	﹤0.01%	1016
2023 Q4	$15.1K	Buy	130 +9	+7%	+$978	﹤0.01%	981
2023 Q3	$12.6K	Hold	121	–	–	﹤0.01%	963
2023 Q2	$13.1K	Buy	+121	New	+$12.4K	﹤0.01%	943

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

Creative Financial Designs's IYY Position: Q2 2026 in Review

Creative Financial Designs held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 84 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Creative Financial Designs first reported a position in IYY in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.2K in Q2 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Creative Financial Designs held 84 shares of iShares Dow Jones US ETF worth $15.3K as of Q2 2026.
Creative Financial Designs left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1394 holding.
Creative Financial Designs first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 13 quarters since.
Creative Financial Designs's iShares Dow Jones US ETF position peaked at $17.2K in Q2 2024.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.