Financial Life Planners’s iShares Dow Jones US ETF IYY Stock Holding History

Financial Life Planners’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	$93.2K	Buy	511 +1	+0.2%	+$176	0.06%	91
2026 Q1	$80.8K	Buy	+510	New	+$84.4K	0.06%	91
2025 Q4	–	Sell	-491	Closed	-$79.7K	–	196
2025 Q3	$79.7K	Buy	+491	New	+$76.8K	0.05%	103
2025 Q1	–	Sell	-336	Closed	-$48.1K	–	233
2024 Q4	$48.1K	Buy	+336	New	+$48.3K	0.04%	122

Other funds holding IYY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Financial Life Planners's IYY Position: Q2 2026 in Review

Financial Life Planners increased its iShares Dow Jones US ETF (IYY) stake by 0.2% in Q2 2026, buying an estimated $176 and bringing the position to 511 shares worth $93.2K. The position accounts for 0.06% of the portfolio, ranked #91.

Financial Life Planners first reported a position in IYY in Q4 2024 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Financial Life Planners held 511 shares of iShares Dow Jones US ETF worth $93.2K as of Q2 2026.
Financial Life Planners bought 1 iShares Dow Jones US ETF share in Q2 2026, an estimated $176.
iShares Dow Jones US ETF made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #91 holding.
Financial Life Planners first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.