FPGK
IYY icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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