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

Empirical 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	$671K	Hold	3,679	–	–	0.01%	545
2026 Q1	$583K	Hold	3,679	–	–	0.01%	524
2025 Q4	$610K	Sell	3,679 -600	-14%	-$98.7K	0.01%	454
2025 Q3	$695K	Hold	4,279	–	–	0.01%	391
2025 Q2	$646K	Buy	4,279 +500	+13%	+$69.6K	0.01%	380
2025 Q1	$514K	Hold	3,779	–	–	0.01%	399
2024 Q4	$541K	Hold	3,779	–	–	0.01%	372
2024 Q3	$528K	Hold	3,779	–	–	0.01%	359
2024 Q2	$500K	Hold	3,779	–	–	0.01%	361
2024 Q1	$484K	Hold	3,779	–	–	0.01%	352
2023 Q4	$440K	Hold	3,779	–	–	0.01%	340
2023 Q3	$395K	Hold	3,779	–	–	0.02%	336
2023 Q2	$409K	Hold	3,779	–	–	0.02%	337
2023 Q1	$378K	Hold	3,779	–	–	0.02%	361
2022 Q4	$353K	Hold	3,779	–	–	0.02%	358
2022 Q3	$331K	Hold	3,779	–	–	0.02%	363
2022 Q2	$349K	Hold	3,779	–	–	0.02%	356
2022 Q1	$421K	Hold	3,779	–	–	0.02%	353
2021 Q4	$445K	Buy	3,779 +839	+29%	+$96.3K	0.02%	362
2021 Q3	$317K	Buy	+2,940	New	+$326K	0.02%	369

Other funds holding IYY

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Empirical Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 3,679 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #545.

Empirical Wealth Management first reported a position in IYY in Q3 2021 and has held it in 20 quarters since. The position peaked at $695K in Q3 2025. 212 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Empirical Wealth Management held 3,679 shares of iShares Dow Jones US ETF worth $671K as of Q2 2026.
Empirical Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #545 holding.
Empirical Wealth Management first reported a position in iShares Dow Jones US ETF in Q3 2021 and has held it in 20 quarters since.
Empirical Wealth Management's iShares Dow Jones US ETF position peaked at $695K in Q3 2025.
212 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.