Heritage Investment Group’s iShares Dow Jones US ETF IYY Stock Holding History

Heritage Investment Group’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	$746K	Hold	4,094	–	–	0.1%	61
2026 Q1	$649K	Hold	4,094	–	–	0.1%	64
2025 Q4	$679K	Hold	4,094	–	–	0.1%	62
2025 Q3	$665K	Hold	4,094	–	–	0.11%	59
2025 Q2	$618K	Hold	4,094	–	–	0.11%	57
2025 Q1	$557K	Hold	4,094	–	–	0.1%	56
2024 Q4	$586K	Hold	4,094	–	–	0.11%	53
2024 Q3	$571K	Hold	4,094	–	–	0.11%	51
2024 Q2	$542K	Hold	4,094	–	–	0.11%	47
2024 Q1	$524K	Hold	4,094	–	–	0.11%	53
2023 Q4	$477K	Hold	4,094	–	–	0.11%	51
2023 Q3	$428K	Hold	4,094	–	–	0.12%	53
2023 Q2	$444K	Hold	4,094	–	–	0.12%	53
2023 Q1	$410K	Hold	4,094	–	–	0.12%	49
2022 Q4	$383K	Hold	4,094	–	–	0.12%	49
2022 Q3	$359K	Hold	4,094	–	–	0.22%	49
2022 Q2	$378K	Hold	4,094	–	–	0.22%	52
2022 Q1	$456K	Hold	4,094	–	–	0.33%	45
2021 Q4	$482K	Buy	+4,094	New	+$470K	0.38%	39

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

SWM

Steinberganna Wealth Management Huntington, New York $246M AUM 32.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Heritage Investment Group's IYY Position: Q2 2026 in Review

Heritage Investment Group held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 4,094 shares worth $746K. The position accounts for 0.1% of the portfolio, ranked #61.

Heritage Investment Group first reported a position in IYY in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Heritage Investment Group held 4,094 shares of iShares Dow Jones US ETF worth $746K as of Q2 2026.
Heritage Investment Group left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.1% of Heritage Investment Group's portfolio in Q2 2026, its #61 holding.
Heritage Investment Group first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 19 quarters since.
135 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.