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Essex LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Essex LLC’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
Q3 		$392K Sell
2,117
-53
-2% -$9.81K 0.06% 129
2026
Q2 		$396K Hold
2,170
– – 0.06% 128
2026
Q1 		$344K Hold
2,170
– – 0.06% 135
2025
Q4 		$360K Hold
2,170
– – 0.06% 133
2025
Q3 		$353K Hold
2,170
– – 0.06% 127
2025
Q2 		$327K Hold
2,170
– – 0.06% 127
2025
Q1 		$295K Hold
2,170
– – 0.06% 129
2024
Q4 		$311K Hold
2,170
– – 0.07% 130
2024
Q3 		$303K Hold
2,170
– – 0.06% 132
2024
Q2 		$287K Hold
2,170
– – 0.06% 132
2024
Q1 		$278K Sell
2,170
-600
-22% -$73K 0.06% 127
2023
Q4 		$323K Hold
2,770
– – 0.08% 120
2023
Q3 		$289K Hold
2,770
– – 0.08% 128
2023
Q2 		$300K Hold
2,770
– – 0.08% 120
2023
Q1 		$259K Hold
2,770
– – 0.08% 132
2022
Q4 		$259K Hold
2,770
– – 0.08% 132
2022
Q3 		$243K Hold
2,770
– – 0.08% 130
2022
Q2 		$256K Hold
2,770
– – 0.08% 133
2022
Q1 		$308K Hold
2,770
– – 0.08% 134
2021
Q4 		$326K Hold
2,770
– – 0.09% 139
2021
Q3 		$299K Buy
+2,770
New +$307K 0.08% 145

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Essex LLC's IYY Position: Q3 2026 in Review

Essex LLC reduced its iShares Dow Jones US ETF (IYY) stake by 2.4% in Q3 2026, selling an estimated $9.81K and leaving 2,117 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #129.

Essex LLC first reported a position in IYY in Q3 2021 and has held it in 21 quarters since. The position peaked at $396K in Q2 2026. 21 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Essex LLC held 2,117 shares of iShares Dow Jones US ETF worth $392K as of Q3 2026.
  • Essex LLC sold 53 iShares Dow Jones US ETF shares in Q3 2026, an estimated $9.81K.
  • iShares Dow Jones US ETF made up 0.06% of Essex LLC's portfolio in Q3 2026, its #129 holding.
  • Essex LLC first reported a position in iShares Dow Jones US ETF in Q3 2021 and has held it in 21 quarters since.
  • Essex LLC's iShares Dow Jones US ETF position peaked at $396K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Essex LLC's 13F filing for Q3 2026, filed 14 Oct 2026.