Farther Finance Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Farther Finance Advisors’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	$1.57M	Sell	8,621 -75	-0.9%	-$13.2K	0.01%	852
2026 Q1	$1.39M	Buy	8,696 +3,497	+67%	+$579K	0.01%	811
2025 Q4	$862K	Sell	5,199 -136	-3%	-$22.4K	0.01%	971
2025 Q3	$867K	Hold	5,335	–	–	0.01%	797
2025 Q2	$805K	Sell	5,335 -299	-5%	-$41.6K	0.02%	691
2025 Q1	$770K	Hold	5,634	–	–	0.02%	610
2024 Q4	$806K	Hold	5,634	–	–	0.03%	439
2024 Q3	$786K	Buy	5,634 +379	+7%	+$51K	0.03%	421
2024 Q2	$697K	Sell	5,255 -47	-0.9%	-$6K	0.03%	382
2024 Q1	$677K	Buy	5,302 +22	+0.4%	+$2.68K	0.04%	326
2023 Q4	$615K	Buy	+5,280	New	+$574K	0.04%	313

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Farther Finance Advisors's IYY Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.86% in Q2 2026, selling an estimated $13.2K and leaving 8,621 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #852.

Farther Finance Advisors first reported a position in IYY in Q4 2023 and has held it in 11 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Farther Finance Advisors held 8,621 shares of iShares Dow Jones US ETF worth $1.57M as of Q2 2026.
Farther Finance Advisors sold 75 iShares Dow Jones US ETF shares in Q2 2026, an estimated $13.2K.
iShares Dow Jones US ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #852 holding.
Farther Finance Advisors first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 11 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.