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
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
SC
AC
IBEX Wealth Advisors's IYY Position: Q2 2026 in Review
IBEX Wealth Advisors increased its iShares Dow Jones US ETF (IYY) stake by 0.47% in Q2 2026, buying an estimated $5.47K and bringing the position to 6,655 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #107.
IBEX Wealth Advisors first reported a position in IYY in Q4 2016 and has held it in 26 quarters since. The position peaked at $4.61M in Q4 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.
- IBEX Wealth Advisors held 6,655 shares of iShares Dow Jones US ETF worth $1.21M as of Q2 2026.
- IBEX Wealth Advisors bought 31 iShares Dow Jones US ETF shares in Q2 2026, an estimated $5.47K.
- iShares Dow Jones US ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q2 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 26 quarters since.
- IBEX Wealth Advisors's iShares Dow Jones US ETF position peaked at $4.61M in Q4 2024.
- 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.