Edge Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Edge Wealth 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	$333K	Sell	1,827 -155	-8%	-$27.3K	0.06%	61
2026 Q1	$314K	Hold	1,982	–	–	0.05%	62
2025 Q4	$329K	Sell	1,982 -500	-20%	-$82.3K	0.06%	60
2025 Q3	$403K	Sell	2,482 -170	-6%	-$26.6K	0.07%	58
2025 Q2	$401K	Hold	2,652	–	–	0.08%	53
2025 Q1	$361K	Hold	2,652	–	–	0.07%	54
2024 Q4	$379K	Hold	2,652	–	–	0.08%	55
2024 Q3	$370K	Hold	2,652	–	–	0.07%	56
2024 Q2	$351K	Sell	2,652 -548	-17%	-$69.9K	0.07%	55
2024 Q1	$410K	Hold	3,200	–	–	0.09%	53
2023 Q4	$373K	Hold	3,200	–	–	0.08%	54
2023 Q3	$334K	Hold	3,200	–	–	0.08%	54
2023 Q2	$347K	Hold	3,200	–	–	0.08%	57
2023 Q1	$320K	Hold	3,200	–	–	0.07%	56
2022 Q4	$296K	Hold	3,200	–	–	0.07%	64
2022 Q3	$283K	Hold	3,200	–	–	0.06%	65
2022 Q2	$296K	Hold	3,200	–	–	0.06%	64
2022 Q1	$356K	Hold	3,200	–	–	0.07%	63
2021 Q4	$377K	Hold	3,200	–	–	0.07%	74
2021 Q3	$345K	Hold	3,200	–	–	0.07%	78
2021 Q2	$345K	Hold	3,200	–	–	0.07%	80
2021 Q1	$320K	Hold	3,200	–	–	0.07%	81
2020 Q4	$302K	Hold	3,200	–	–	0.07%	82
2020 Q3	$267K	Hold	3,200	–	–	0.06%	92
2020 Q2	$245K	Hold	3,200	–	–	0.05%	130
2020 Q1	$204K	Hold	3,200	–	–	0.04%	135
2019 Q4	$255K	Hold	3,200	–	–	0.05%	133
2019 Q3	$236K	Hold	3,200	–	–	0.05%	125
2019 Q2	$234K	Hold	3,200	–	–	0.05%	130
2019 Q1	$226K	Hold	3,200	–	–	0.06%	126
2018 Q4	$199K	Hold	3,200	–	–	0.06%	138
2018 Q3	$233K	Hold	3,200	–	–	0.06%	133
2018 Q2	$218K	Hold	3,200	–	–	0.06%	138
2018 Q1	$211K	Hold	3,200	–	–	0.06%	121
2017 Q4	$214K	Hold	3,200	–	–	0.06%	125
2017 Q3	$201K	Hold	3,200	–	–	0.06%	126
2017 Q2	$194K	Hold	3,200	–	–	0.06%	130
2017 Q1	$189K	Hold	3,200	–	–	0.07%	125
2016 Q4	$179K	Hold	3,200	–	–	0.07%	121
2016 Q3	$174K	Hold	3,200	–	–	0.07%	109
2016 Q2	$167K	Hold	3,200	–	–	0.07%	113
2016 Q1	$164K	Hold	3,200	–	–	0.07%	106
2015 Q4	$164K	Hold	3,200	–	–	0.06%	113
2015 Q3	$153K	Hold	3,200	–	–	0.06%	114
2015 Q2	$167K	Hold	3,200	–	–	0.06%	116
2015 Q1	$168K	Hold	3,200	–	–	0.06%	108
2014 Q4	$166K	Hold	3,200	–	–	0.06%	114
2014 Q3	$159K	Hold	3,200	–	–	0.06%	105
2014 Q2	$159K	Hold	3,200	–	–	0.07%	107
2014 Q1	$152K	Hold	3,200	–	–	0.06%	105
2013 Q4	$149K	Hold	3,200	–	–	0.07%	99
2013 Q3	$136K	Hold	3,200	–	–	0.08%	85
2013 Q2	$130K	Buy	+3,200	New	+$130K	0.09%	76

Other funds holding IYY

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

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

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Edge Wealth Management's IYY Position: Q2 2026 in Review

Edge Wealth Management reduced its iShares Dow Jones US ETF (IYY) stake by 7.8% in Q2 2026, selling an estimated $27.3K and leaving 1,827 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #61.

Edge Wealth Management first reported a position in IYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $410K in Q1 2024. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Edge Wealth Management held 1,827 shares of iShares Dow Jones US ETF worth $333K as of Q2 2026.
Edge Wealth Management sold 155 iShares Dow Jones US ETF shares in Q2 2026, an estimated $27.3K.
iShares Dow Jones US ETF made up 0.06% of Edge Wealth Management's portfolio in Q2 2026, its #61 holding.
Edge Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 53 quarters since.
Edge Wealth Management's iShares Dow Jones US ETF position peaked at $410K in Q1 2024.
35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.