Hubbell Strickland Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Hubbell Strickland Wealth 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 Q1	$361K	Buy	2,277 +2	+0.1%	+$331	0.14%	59
2025 Q4	$377K	Buy	2,275 +3	+0.1%	+$494	0.15%	58
2025 Q3	$369K	Buy	2,272 +2	+0.1%	+$313	0.15%	57
2025 Q2	$342K	Buy	2,270 +2	+0.1%	+$279	0.15%	59
2025 Q1	$309K	Buy	2,268 +2	+0.1%	+$287	0.15%	58
2024 Q4	$324K	Buy	2,266 +3	+0.1%	+$432	0.15%	56
2024 Q3	$316K	Buy	2,263 +2	+0.1%	+$269	0.15%	57
2024 Q2	$299K	Buy	2,261 +2	+0.1%	+$255	0.15%	59
2024 Q1	$289K	Buy	2,259 +3	+0.1%	+$365	0.15%	60
2023 Q4	$263K	Buy	2,256 +6	+0.3%	+$652	0.14%	60
2023 Q3	$235K	Hold	2,250	–	–	0.14%	64
2023 Q2	$244K	Buy	2,250 +2	+0.1%	+$205	0.14%	61
2023 Q1	$225K	Buy	2,248 +13	+0.6%	+$1.27K	0.14%	60
2022 Q4	$209K	Sell	2,235 -484	-18%	-$45.5K	0.13%	63
2022 Q3	$238K	Buy	2,719 +268	+11%	+$26.1K	0.17%	53
2022 Q2	$226K	Buy	+2,451	New	+$246K	0.15%	56

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Hubbell Strickland Wealth Management's IYY Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its iShares Dow Jones US ETF (IYY) stake by 0.09% in Q1 2026, buying an estimated $331 and bringing the position to 2,277 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #59.

Hubbell Strickland Wealth Management first reported a position in IYY in Q2 2022 and has held it in 16 quarters since. The position peaked at $377K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Hubbell Strickland Wealth Management held 2,277 shares of iShares Dow Jones US ETF worth $361K as of Q1 2026.
Hubbell Strickland Wealth Management bought 2 iShares Dow Jones US ETF shares in Q1 2026, an estimated $331.
iShares Dow Jones US ETF made up 0.14% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #59 holding.
Hubbell Strickland Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2022 and has held it in 16 quarters since.
Hubbell Strickland Wealth Management's iShares Dow Jones US ETF position peaked at $377K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.