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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
Q3 		$367K Buy
1,982
+200
+11% +$37K 0.01% 1149
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Independent Financial Group's IYY Position: Q3 2026 in Review

Independent Financial Group increased its iShares Dow Jones US ETF (IYY) stake by 11% in Q3 2026, buying an estimated $37K and bringing the position to 1,982 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1149.

Independent Financial Group first reported a position in IYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2025. 17 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Independent Financial Group held 1,982 shares of iShares Dow Jones US ETF worth $367K as of Q3 2026.
  • Independent Financial Group bought 200 iShares Dow Jones US ETF shares in Q3 2026, an estimated $37K.
  • iShares Dow Jones US ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1149 holding.
  • Independent Financial Group first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 8 quarters since.
  • Independent Financial Group's iShares Dow Jones US ETF position peaked at $1.1M in Q1 2025.
  • 17 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.