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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 293 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.
  • 293 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.