HFS
IYY icon

Hughes Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Hughes Financial Services’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 		$23K Hold
126
– – ﹤0.01% 254
2026
Q1 		$20K Hold
126
– – ﹤0.01% 239
2025
Q4 		$20.9K Hold
126
– – ﹤0.01% 227
2025
Q3 		$20.9K Hold
126
– – ﹤0.01% 222
2025
Q2 		$19.4K Hold
126
– – ﹤0.01% 230
2025
Q1 		$17.2K Buy
+126
New +$18.1K ﹤0.01% 244

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $142M AUM
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM

Hughes Financial Services's IYY Position: Q2 2026 in Review

Hughes Financial Services held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 126 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Hughes Financial Services first reported a position in IYY in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Hughes Financial Services held 126 shares of iShares Dow Jones US ETF worth $23K as of Q2 2026.
  • Hughes Financial Services left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #254 holding.
  • Hughes Financial Services first reported a position in iShares Dow Jones US ETF in Q1 2025 and has held it in 6 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.