Independent Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Independent Financial Group’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	$325K	Sell	1,782 -225	-11%	-$39.7K	0.01%	1204
2026 Q1	$318K	Sell	2,007 -536	-21%	-$88.7K	0.01%	1127
2025 Q4	$422K	Hold	2,543	–	–	0.01%	978
2025 Q3	$413K	Buy	2,543 +6	+0.2%	+$939	0.01%	932
2025 Q2	$383K	Sell	2,537 -5,539	-69%	-$772K	0.01%	903
2025 Q1	$1.1M	Buy	8,076 +5,815	+257%	+$834K	0.04%	460
2024 Q4	$324K	Buy	+2,261	New	+$325K	0.01%	874

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's IYY Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Dow Jones US ETF (IYY) stake by 11% in Q2 2026, selling an estimated $39.7K and leaving 1,782 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #1204.

Independent Financial Group first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2025. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Independent Financial Group held 1,782 shares of iShares Dow Jones US ETF worth $325K as of Q2 2026.
Independent Financial Group sold 225 iShares Dow Jones US ETF shares in Q2 2026, an estimated $39.7K.
iShares Dow Jones US ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1204 holding.
Independent Financial Group first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's iShares Dow Jones US ETF position peaked at $1.1M in Q1 2025.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.