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IBEX Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

IBEX Wealth Advisors’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 		$1.05M Buy
+6,624
New +$1.1M 0.1% 107
2025
Q4 		– Sell
-6,603
Closed -$1.07M – 163
2025
Q3 		$1.07M Sell
6,603
-51
-0.8% -$7.98K 0.1% 109
2025
Q2 		$1M Buy
+6,654
New +$927K 0.11% 107
2025
Q1 		– Sell
-32,187
Closed -$4.61M – 171
2024
Q4 		$4.61M Buy
+32,187
New +$4.63M 0.54% 59
2023
Q1 		– Sell
-3,012
Closed -$281K – 129
2022
Q4 		$281K Buy
3,012
+9
+0.3% +$846 0.06% 153
2022
Q3 		$263K Sell
3,003
-21,212
-88% -$2.07M 0.07% 127
2022
Q2 		$2.24M Sell
24,215
-7,163
-23% -$720K 0.51% 72
2022
Q1 		$3.49M Sell
31,378
-2,829
-8% -$311K 0.67% 53
2021
Q4 		$4.03M Sell
34,207
-907
-3% -$104K 0.71% 54
2021
Q3 		$3.79M Buy
35,114
+716
+2% +$79.4K 0.73% 56
2021
Q2 		$3.71M Buy
34,398
+2,925
+9% +$307K 0.74% 56
2021
Q1 		$3.14M Buy
31,473
+587
+2% +$57.3K 0.78% 57
2020
Q4 		$2.91M Buy
30,886
+1,544
+5% +$137K 0.76% 57
2020
Q3 		$2.44M Sell
29,342
-2,720
-8% -$224K 0.71% 58
2020
Q2 		$2.45M Buy
+32,062
New +$2.31M 0.79% 55
2020
Q1 		– Sell
-25,776
Closed -$2.06M – 103
2019
Q4 		$2.06M Sell
25,776
-662
-3% -$50.6K 0.63% 65
2019
Q3 		$1.95M Sell
26,438
-928
-3% -$68.3K 0.65% 68
2019
Q2 		$2M Sell
27,366
-1,748
-6% -$126K 0.58% 70
2019
Q1 		$2.06M Buy
+29,114
New +$1.98M 0.72% 63
2018
Q4 		– Sell
-27,098
Closed -$1.98M – 89
2018
Q3 		$1.98M Buy
27,098
+2,902
+12% +$207K 0.71% 61
2018
Q2 		$1.56M Hold
24,196
– – 0.63% 64
2018
Q1 		$1.56M Buy
+24,196
New +$1.65M 0.63% 64
2017
Q4 		– Sell
-20,484
Closed -$1.3M – 110
2017
Q3 		$1.3M Buy
20,484
+1,220
+6% +$75.4K 0.48% 70
2017
Q2 		$1.17M Buy
+19,264
New +$1.16M 0.46% 73
2017
Q1 		– Sell
-18,848
Closed -$1.07M – 232
2016
Q4 		$1.07M Buy
+18,848
New +$1.03M 0.51% 66

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

IBEX Wealth Advisors's IYY Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q1 2026: 6,624 shares worth $1.05M. The stake represents 0.1% of the portfolio and ranks #107 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IYY as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IYY in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.61M in Q4 2024. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • IBEX Wealth Advisors held 6,624 shares of iShares Dow Jones US ETF worth $1.05M as of Q1 2026.
  • iShares Dow Jones US ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • iShares Dow Jones US ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • IBEX Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2016 and has held it in 25 quarters since.
  • IBEX Wealth Advisors's iShares Dow Jones US ETF position peaked at $4.61M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.