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

Evanson Financial’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	$627K	Buy	+3,439	New	+$607K	0.03%	185

Other funds holding IYY

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

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

Sage Investment Advisers Wappingers Falls, New York $149M AUM

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

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

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return