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H&H Retirement Design & Management’s iShares Dow Jones US ETF IYY Stock Holding History

H&H Retirement Design & Management’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 		$356K Hold
2,000
– – 0.16% 75
2026
Q1 		$351K Sell
2,000
-270
-12% -$44.7K 0.16% 73
2025
Q4 		$384K Hold
2,270
– – 0.2% 61
2025
Q3 		$377K Hold
2,270
– – 0.2% 66
2025
Q2 		$348K Buy
+2,270
New +$316K 0.19% 66

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
Savant Capital
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

H&H Retirement Design & Management's IYY Position: Q2 2026 in Review

H&H Retirement Design & Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,000 shares worth $356K. The position accounts for 0.16% of the portfolio, ranked #75.

H&H Retirement Design & Management first reported a position in IYY in Q2 2025 and has held it in 5 quarters since. The position peaked at $384K in Q4 2025. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • H&H Retirement Design & Management held 2,000 shares of iShares Dow Jones US ETF worth $356K as of Q2 2026.
  • H&H Retirement Design & Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.16% of H&H Retirement Design & Management's portfolio in Q2 2026, its #75 holding.
  • H&H Retirement Design & Management first reported a position in iShares Dow Jones US ETF in Q2 2025 and has held it in 5 quarters since.
  • H&H Retirement Design & Management's iShares Dow Jones US ETF position peaked at $384K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.