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 Q3	$2.58M	Sell	13,906 -111	-0.8%	-$20.5K	1.07%	17
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Finley Financial's IYY Position: Q3 2026 in Review

Finley Financial reduced its iShares Dow Jones US ETF (IYY) stake by 0.79% in Q3 2026, selling an estimated $20.5K and leaving 13,906 shares worth $2.58M. The position accounts for 1.07% of the portfolio, ranked #17.

Finley Financial first reported a position in IYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.65M in Q4 2025. 253 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Finley Financial held 13,906 shares of iShares Dow Jones US ETF worth $2.58M as of Q3 2026.
Finley Financial sold 111 iShares Dow Jones US ETF shares in Q3 2026, an estimated $20.5K.
iShares Dow Jones US ETF made up 1.07% of Finley Financial's portfolio in Q3 2026, its #17 holding.
Finley Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 8 quarters since.
Finley Financial's iShares Dow Jones US ETF position peaked at $2.65M in Q4 2025.
253 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Finley Financial's 13F filing for Q3 2026, filed 28 Oct 2026.