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

Finley Financial’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 		$2.56M Sell
14,017
-1,000
-7% -$176K 1.03% 18
2026
Q1 		$2.38M Sell
15,017
-970
-6% -$160K 1.11% 17
2025
Q4 		$2.65M Sell
15,987
-210
-1% -$34.6K 1.21% 17
2025
Q3 		$2.63M Hold
16,197
– – 1.22% 17
2025
Q2 		$2.44M Sell
16,197
-300
-2% -$41.8K 1.23% 18
2025
Q1 		$2.23M Sell
16,497
-1,381
-8% -$198K 1.24% 18
2024
Q4 		$2.59M Buy
+17,878
New +$2.57M 1.35% 18

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Finley Financial's IYY Position: Q2 2026 in Review

Finley Financial reduced its iShares Dow Jones US ETF (IYY) stake by 6.7% in Q2 2026, selling an estimated $176K and leaving 14,017 shares worth $2.56M. The position accounts for 1.03% of the portfolio, ranked #18.

Finley Financial first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2025. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Finley Financial held 14,017 shares of iShares Dow Jones US ETF worth $2.56M as of Q2 2026.
  • Finley Financial sold 1,000 iShares Dow Jones US ETF shares in Q2 2026, an estimated $176K.
  • iShares Dow Jones US ETF made up 1.03% of Finley Financial's portfolio in Q2 2026, its #18 holding.
  • Finley Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares Dow Jones US ETF position peaked at $2.65M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.