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 Q3	$567K	Buy	3,056 +7	+0.2%	+$1.3K	0.04%	296
2026 Q2	$556K	Buy	3,049 +6	+0.2%	+$1.06K	0.04%	349
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%	+$1.1K	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%	+$1.3K	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

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

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Fiduciary Alliance's IYY Position: Q3 2026 in Review

Fiduciary Alliance increased its iShares Dow Jones US ETF (IYY) stake by 0.23% in Q3 2026, buying an estimated $1.3K and bringing the position to 3,056 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #296.

Fiduciary Alliance first reported a position in IYY in Q4 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Fiduciary Alliance held 3,056 shares of iShares Dow Jones US ETF worth $567K as of Q3 2026.
Fiduciary Alliance bought 7 iShares Dow Jones US ETF shares in Q3 2026, an estimated $1.3K.
iShares Dow Jones US ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #296 holding.
Fiduciary Alliance first reported a position in iShares Dow Jones US ETF in Q4 2022 and has held it in 16 quarters since.
90 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.