Focus Partners Wealth
IYY icon

Focus Partners Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Focus Partners Wealth’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 		$5.37M Buy
29,467
+29
+0.1% +$5.12K 0.01% 928
2026
Q1 		$4.66M Sell
29,438
-671
-2% -$111K 0.01% 960
2025
Q4 		$4.99M Buy
30,109
+14,197
+89% +$2.34M 0.01% 941
2025
Q3 		$2.59M Buy
15,912
+3,050
+24% +$477K ﹤0.01% 942
2025
Q2 		$1.94M Buy
12,862
+270
+2% +$37.6K ﹤0.01% 912
2025
Q1 		$1.71M Sell
12,592
-2,180
-15% -$313K ﹤0.01% 892
2024
Q4 		$2.11M Buy
14,772
+7,186
+95% +$1.03M 0.01% 821
2024
Q3 		$1.06M Sell
7,586
-1,750
-19% -$235K ﹤0.01% 930
2024
Q2 		$1.27M Buy
9,336
+2,150
+30% +$274K ﹤0.01% 753
2024
Q1 		$878K Buy
+7,186
New +$875K 0.01% 629

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

Focus Partners Wealth's IYY Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Dow Jones US ETF (IYY) stake by 0.1% in Q2 2026, buying an estimated $5.12K and bringing the position to 29,467 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #928.

Focus Partners Wealth first reported a position in IYY in Q1 2024 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Focus Partners Wealth held 29,467 shares of iShares Dow Jones US ETF worth $5.37M as of Q2 2026.
  • Focus Partners Wealth bought 29 iShares Dow Jones US ETF shares in Q2 2026, an estimated $5.12K.
  • iShares Dow Jones US ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #928 holding.
  • Focus Partners Wealth first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 10 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.