IA
IYY icon

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

IFP 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
Q2 		$252K Buy
1,385
+314
+29% +$55.4K ﹤0.01% 1380
2026
Q1 		$170K Hold
1,071
– – ﹤0.01% 1489
2025
Q4 		$178K Buy
1,071
+25
+2% +$4.11K ﹤0.01% 1437
2025
Q3 		$170K Sell
1,046
-1
-0.1% -$156 ﹤0.01% 1367
2025
Q2 		$158K Sell
1,047
-1,601
-60% -$223K ﹤0.01% 1382
2025
Q1 		$360K Buy
2,648
+797
+43% +$114K 0.01% 903
2024
Q4 		$265K Buy
1,851
+2
+0.1% +$288 0.01% 1002
2024
Q3 		$258K Buy
1,849
+2
+0.1% +$269 0.01% 972
2024
Q2 		$244K Buy
1,847
+2
+0.1% +$255 0.01% 944
2024
Q1 		$236K Buy
1,845
+2
+0.1% +$243 0.01% 922
2023
Q4 		$215K Buy
1,843
+7
+0.4% +$761 0.01% 917
2023
Q3 		$192K Sell
1,836
-100
-5% -$10.9K 0.01% 987
2023
Q2 		$210K Sell
1,936
-198
-9% -$20.3K 0.01% 996
2023
Q1 		$204K Sell
2,134
-2,218
-51% -$217K 0.01% 938
2022
Q4 		$417K Sell
4,352
-306
-7% -$28.8K 0.01% 973
2022
Q3 		$447K Buy
4,658
+5
+0.1% +$487 0.01% 981
2022
Q2 		$446K Hold
4,653
– – 0.01% 900
2022
Q1 		$446K Buy
4,653
+1,891
+68% +$208K 0.01% 900
2021
Q4 		$326K Buy
2,762
+304
+12% +$34.9K 0.01% 748
2021
Q3 		$266K Buy
2,458
+3
+0.1% +$333 0.01% 821
2021
Q2 		$265K Buy
2,455
+1,209
+97% +$127K 0.01% 770
2021
Q1 		$124K Sell
1,246
-1,051
-46% -$103K ﹤0.01% 1072
2020
Q4 		$218K Buy
2,297
+641
+39% +$57K 0.01% 766
2020
Q3 		$139K Sell
1,656
-450
-21% -$37K 0.01% 848
2020
Q2 		$159K Buy
2,106
+1,060
+101% +$76.5K 0.01% 755
2020
Q1 		$67K Hold
1,046
– – 0.01% 994
2019
Q4 		$84K Sell
1,046
-1,126
-52% -$86.1K 0.01% 1031
2019
Q3 		$159K Buy
+2,172
New +$160K 0.01% 851
2019
Q1 		$83K Sell
1,164
-1,604
-58% -$109K 0.01% 756
2018
Q4 		$171K Sell
2,768
-502
-15% -$33.8K 0.01% 927
2018
Q3 		$238K Sell
3,270
-776
-19% -$55.4K 0.01% 985
2018
Q2 		$276K Buy
4,046
+924
+30% +$62.6K 0.01% 911
2018
Q1 		$209K Hold
3,122
– – 0.01% 973
2017
Q4 		$209K Sell
3,122
-66
-2% -$4.3K 0.01% 976
2017
Q3 		$201K Buy
3,188
+6
+0.2% +$371 0.01% 1140
2017
Q2 		$193K Sell
3,182
-150
-5% -$9.01K 0.01% 1144
2017
Q1 		$197K Buy
3,332
+764
+30% +$44.6K 0.01% 1122
2016
Q4 		$144K Buy
2,568
+20
+0.8% +$1.09K 0.01% 1222
2016
Q3 		$138K Sell
2,548
-400
-14% -$21.6K 0.01% 1183
2016
Q2 		$154K Buy
2,948
+1,784
+153% +$92.4K 0.01% 1105
2016
Q1 		$83K Sell
1,164
-3,616
-76% -$176K 0.01% 755
2015
Q4 		$244K Buy
+4,780
New +$246K 0.02% 756

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's IYY Position: Q2 2026 in Review

IFP Advisors increased its iShares Dow Jones US ETF (IYY) stake by 29% in Q2 2026, buying an estimated $55.4K and bringing the position to 1,385 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

IFP Advisors first reported a position in IYY in Q4 2015 and has held it in 42 quarters since. The position peaked at $447K in Q3 2022. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • IFP Advisors held 1,385 shares of iShares Dow Jones US ETF worth $252K as of Q2 2026.
  • IFP Advisors bought 314 iShares Dow Jones US ETF shares in Q2 2026, an estimated $55.4K.
  • iShares Dow Jones US ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1380 holding.
  • IFP Advisors first reported a position in iShares Dow Jones US ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Dow Jones US ETF position peaked at $447K in Q3 2022.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.