Financial Partners Group (Kansas)’s iShares Dow Jones US ETF IYY Stock Holding History

Financial Partners Group (Kansas)’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	$494K	Hold	2,711	–	–	0.05%	151
2026 Q1	$430K	Hold	2,711	–	–	0.05%	154
2025 Q4	$456K	Hold	2,711	–	–	0.05%	149
2025 Q3	$440K	Hold	2,711	–	–	0.05%	138
2025 Q2	$409K	Hold	2,711	–	–	0.06%	135
2025 Q1	$369K	Sell	2,711 -135	-5%	-$19.4K	0.06%	126
2024 Q4	$407K	Hold	2,846	–	–	0.06%	115
2024 Q3	$397K	Hold	2,846	–	–	0.06%	125
2024 Q2	$377K	Hold	2,846	–	–	0.06%	120
2024 Q1	$364K	Hold	2,846	–	–	0.06%	122
2023 Q4	$332K	Hold	2,846	–	–	0.06%	120
2023 Q3	$300K	Hold	2,846	–	–	0.06%	119
2023 Q2	$311K	Hold	2,846	–	–	0.06%	118
2023 Q1	$285K	Hold	2,846	–	–	0.06%	124
2022 Q4	$288K	Buy	+2,846	New	+$268K	0.06%	131

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

Financial Partners Group (Kansas)'s IYY Position: Q2 2026 in Review

Financial Partners Group (Kansas) held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,711 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #151.

Financial Partners Group (Kansas) first reported a position in IYY in Q4 2022 and has held it in 15 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Financial Partners Group (Kansas) held 2,711 shares of iShares Dow Jones US ETF worth $494K as of Q2 2026.
Financial Partners Group (Kansas) left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.05% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #151 holding.
Financial Partners Group (Kansas) first reported a position in iShares Dow Jones US ETF in Q4 2022 and has held it in 15 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.