IBEX Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.25M | Buy |
6,723
+68
| +1% | +$12.6K | 0.1% | 106 |
|
|
2026
Q2 | $1.21M | Buy |
6,655
+31
| +0.5% | +$5.47K | 0.1% | 107 |
|
|
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
IBEX Wealth Advisors's IYY Position: Q3 2026 in Review
IBEX Wealth Advisors increased its iShares Dow Jones US ETF (IYY) stake by 1% in Q3 2026, buying an estimated $12.6K and bringing the position to 6,723 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #106.
IBEX Wealth Advisors first reported a position in IYY in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.61M in Q4 2024. 154 funds tracked by Wall St. Rank hold IYY as of Q3 2026.
- IBEX Wealth Advisors held 6,723 shares of iShares Dow Jones US ETF worth $1.25M as of Q3 2026.
- IBEX Wealth Advisors bought 68 iShares Dow Jones US ETF shares in Q3 2026, an estimated $12.6K.
- iShares Dow Jones US ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q3 2026, its #106 holding.
- IBEX Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2016 and has held it in 27 quarters since.
- IBEX Wealth Advisors's iShares Dow Jones US ETF position peaked at $4.61M in Q4 2024.
- 154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.
Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.