GenWealth Group’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.15M | Sell |
6,310
-58
| -0.9% | -$10.2K | 0.18% | 41 |
|
|
2026
Q1 | $1.01M | Hold |
6,368
| – | – | 0.17% | 38 |
|
|
2025
Q4 | $1.07M | Hold |
6,368
| – | – | 0.18% | 43 |
|
|
2025
Q3 | $1.03M | Buy |
6,368
+384
| +6% | +$60.1K | 0.19% | 41 |
|
|
2025
Q2 | $903K | Sell |
5,984
-550
| -8% | -$76.6K | 0.18% | 43 |
|
|
2025
Q1 | $889K | Sell |
6,534
-211
| -3% | -$30.3K | 0.2% | 40 |
|
|
2024
Q4 | $965K | Sell |
6,745
-220
| -3% | -$31.6K | 0.22% | 40 |
|
|
2024
Q3 | $972K | Sell |
6,965
-397
| -5% | -$53.4K | 0.22% | 42 |
|
|
2024
Q2 | $974K | Sell |
7,362
-283
| -4% | -$36.1K | 0.24% | 42 |
|
|
2024
Q1 | $979K | Sell |
7,645
-119
| -2% | -$14.5K | 0.25% | 41 |
|
|
2023
Q4 | $905K | Sell |
7,764
-460
| -6% | -$50K | 0.25% | 41 |
|
|
2023
Q3 | $859K | Sell |
8,224
-216
| -3% | -$23.5K | 0.26% | 41 |
|
|
2023
Q2 | $914K | Sell |
8,440
-48
| -0.6% | -$4.91K | 0.26% | 39 |
|
|
2023
Q1 | $849K | Sell |
8,488
-145
| -2% | -$14.2K | 0.26% | 39 |
|
|
2022
Q4 | $807K | Hold |
8,633
| – | – | 0.26% | 40 |
|
|
2022
Q3 | $757K | Sell |
8,633
-656
| -7% | -$63.9K | 0.26% | 31 |
|
|
2022
Q2 | $858K | Sell |
9,289
-519
| -5% | -$52.1K | 0.27% | 30 |
|
|
2022
Q1 | $1.09M | Sell |
9,808
-93
| -0.9% | -$10.2K | 0.3% | 35 |
|
|
2021
Q4 | $1.17M | Sell |
9,901
-114
| -1% | -$13.1K | 0.32% | 33 |
|
|
2021
Q3 | $1.08M | Sell |
10,015
-917
| -8% | -$102K | 0.32% | 30 |
|
|
2021
Q2 | $1.18M | Sell |
10,932
-4,002
| -27% | -$420K | 0.35% | 30 |
|
|
2021
Q1 | $1.49M | Sell |
14,934
-2,553
| -15% | -$249K | 0.47% | 28 |
|
|
2020
Q4 | $1.65M | Sell |
17,487
-1,633
| -9% | -$145K | 0.55% | 30 |
|
|
2020
Q3 | $1.63M | Sell |
19,120
-316
| -2% | -$26K | 0.59% | 29 |
|
|
2020
Q2 | $1.5M | Hold |
19,436
| – | – | 0.58% | 30 |
|
|
2020
Q1 | $1.23M | Sell |
19,436
-36
| -0.2% | -$2.72K | 0.53% | 20 |
|
|
2019
Q4 | $1.55M | Hold |
19,472
| – | – | 0.6% | 27 |
|
|
2019
Q3 | $1.44M | Hold |
19,472
| – | – | 0.6% | 27 |
|
|
2019
Q2 | $1.44M | Sell |
19,472
-800
| -4% | -$57.5K | 0.61% | 26 |
|
|
2019
Q1 | $1.45M | Hold |
20,272
| – | – | 0.66% | 26 |
|
|
2018
Q4 | $1.26M | Hold |
20,272
| – | – | 0.63% | 25 |
|
|
2018
Q3 | $1.48M | Sell |
20,272
-86
| -0.4% | -$6.14K | 0.68% | 26 |
|
|
2018
Q2 | $1.38M | Sell |
20,358
-686
| -3% | -$46.5K | 0.68% | 26 |
|
|
2018
Q1 | $1.39M | Sell |
21,044
-610
| -3% | -$41.7K | 0.71% | 24 |
|
|
2017
Q4 | $1.53M | Sell |
21,654
-490
| -2% | -$31.9K | 0.77% | 27 |
|
|
2017
Q3 | $1.4M | Hold |
22,144
| – | – | 0.84% | 22 |
|
|
2017
Q2 | $1.34M | Buy |
+22,144
| New | +$1.33M | 0.9% | 21 |
|
Other funds holding IYY
SC
AC
GenWealth Group's IYY Position: Q2 2026 in Review
GenWealth Group reduced its iShares Dow Jones US ETF (IYY) stake by 0.91% in Q2 2026, selling an estimated $10.2K and leaving 6,310 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #41.
GenWealth Group first reported a position in IYY in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.65M in Q4 2020. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.
- GenWealth Group held 6,310 shares of iShares Dow Jones US ETF worth $1.15M as of Q2 2026.
- GenWealth Group sold 58 iShares Dow Jones US ETF shares in Q2 2026, an estimated $10.2K.
- iShares Dow Jones US ETF made up 0.18% of GenWealth Group's portfolio in Q2 2026, its #41 holding.
- GenWealth Group first reported a position in iShares Dow Jones US ETF in Q2 2017 and has held it in 37 quarters since.
- GenWealth Group's iShares Dow Jones US ETF position peaked at $1.65M in Q4 2020.
- 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.