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 Q3	$1.66M	Buy	8,947 +326	+4%	+$60.3K	0.01%	859
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

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

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors's IYY Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Dow Jones US ETF (IYY) stake by 3.8% in Q3 2026, buying an estimated $60.3K and bringing the position to 8,947 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #859.

Farther Finance Advisors first reported a position in IYY in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Farther Finance Advisors held 8,947 shares of iShares Dow Jones US ETF worth $1.66M as of Q3 2026.
Farther Finance Advisors bought 326 iShares Dow Jones US ETF shares in Q3 2026, an estimated $60.3K.
iShares Dow Jones US ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #859 holding.
Farther Finance Advisors first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 12 quarters since.
17 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.