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Fiduciary Alliance’s iShares Dow Jones US ETF IYY Stock Holding History

Fiduciary Alliance’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
Q1 		$518K Buy
3,043
+7
+0.2% +$1.16K 0.03% 366
2025
Q4 		$503K Buy
3,036
+9
+0.3% +$1.48K 0.03% 342
2025
Q3 		$492K Buy
3,027
+7
+0.2% +$1.09K 0.03% 347
2025
Q2 		$456K Buy
3,020
+8
+0.3% +$1.11K 0.03% 333
2025
Q1 		$410K Buy
3,012
+7
+0.2% +$1K 0.04% 282
2024
Q4 		$430K Buy
3,005
+9
+0.3% +$1.29K 0.04% 254
2024
Q3 		$418K Buy
2,996
+10
+0.3% +$1.34K 0.06% 172
2024
Q2 		$398K Buy
2,986
+7
+0.2% +$893 0.06% 147
2024
Q1 		$380K Buy
2,979
+7
+0.2% +$852 0.07% 142
2023
Q4 		$346K Buy
2,972
+24
+0.8% +$2.61K 0.07% 139
2023
Q3 		$308K Hold
2,948
– – 0.07% 136
2023
Q2 		$319K Buy
2,948
+8
+0.3% +$818 0.07% 124
2023
Q1 		$294K Buy
2,940
+10
+0.3% +$978 0.07% 117
2022
Q4 		$274K Buy
+2,930
New +$276K 0.07% 120

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fiduciary Alliance's IYY Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares Dow Jones US ETF (IYY) stake by 0.23% in Q1 2026, buying an estimated $1.16K and bringing the position to 3,043 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #366.

Fiduciary Alliance first reported a position in IYY in Q4 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Fiduciary Alliance held 3,043 shares of iShares Dow Jones US ETF worth $518K as of Q1 2026.
  • Fiduciary Alliance bought 7 iShares Dow Jones US ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Dow Jones US ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #366 holding.
  • Fiduciary Alliance first reported a position in iShares Dow Jones US ETF in Q4 2022 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.