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IYY icon

Fagan Associates’s iShares Dow Jones US ETF IYY Stock Holding History

Fagan Associates’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 		$260K Hold
1,400
– – 0.03% 129
2026
Q2 		$255K Hold
1,400
– – 0.03% 125
2026
Q1 		$222K Hold
1,400
– – 0.03% 127
2025
Q4 		$232K Hold
1,400
– – 0.03% 124
2025
Q3 		$227K Hold
1,400
– – 0.03% 126
2025
Q2 		$211K Buy
+1,400
New +$195K 0.03% 123
2025
Q1 		– Sell
-1,400
Closed -$200K – 133
2024
Q4 		$200K Buy
+1,400
New +$201K 0.03% 130

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

Fagan Associates's IYY Position: Q3 2026 in Review

Fagan Associates held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 1,400 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #129.

Fagan Associates first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Fagan Associates held 1,400 shares of iShares Dow Jones US ETF worth $260K as of Q3 2026.
  • Fagan Associates left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
  • iShares Dow Jones US ETF made up 0.03% of Fagan Associates's portfolio in Q3 2026, its #129 holding.
  • Fagan Associates first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Fagan Associates's 13F filing for Q3 2026, filed 13 Oct 2026.