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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evanson Financial's IYY Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 3,439 shares worth $627K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings.

292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Evanson Financial held 3,439 shares of iShares Dow Jones US ETF worth $627K as of Q2 2026.
  • iShares Dow Jones US ETF was a new Evanson Financial position in Q2 2026.
  • iShares Dow Jones US ETF made up 0.03% of Evanson Financial's portfolio in Q2 2026, its #185 holding.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.