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

Integrity Financial’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 Q1	$118K	Buy	742 +1	+0.1%	+$165	0.06%	181
2025 Q4	$123K	Buy	741 +2	+0.3%	+$329	0.06%	163
2025 Q3	$120K	Buy	739 +1	+0.1%	+$156	0.06%	167
2025 Q2	$111K	Hold	738	–	–	0.06%	164
2025 Q1	$100K	Hold	738	–	–	0.06%	153
2024 Q4	$106K	Hold	738	–	–	0.06%	146
2024 Q3	$103K	Hold	738	–	–	0.06%	143
2024 Q2	$97.6K	Hold	738	–	–	0.06%	139
2024 Q1	$94.5K	Hold	738	–	–	0.06%	133
2023 Q4	$86K	Hold	738	–	–	0.06%	128
2023 Q3	$77.1K	Buy	738 +550	+293%	+$59.8K	0.06%	131
2023 Q2	$20.4K	Hold	188	–	–	0.01%	154
2023 Q1	$18.8K	Hold	188	–	–	0.02%	162
2022 Q4	$17.6K	Hold	188	–	–	0.02%	150
2022 Q3	$16K	Hold	188	–	–	0.02%	149
2022 Q2	$17K	Sell	188 -116	-38%	-$11.7K	0.02%	145
2022 Q1	$34K	Sell	304 -550	-64%	-$60.4K	0.03%	127
2021 Q4	$101K	Buy	+854	New	+$98.1K	0.07%	115

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Integrity Financial's IYY Position: Q1 2026 in Review

Integrity Financial increased its iShares Dow Jones US ETF (IYY) stake by 0.13% in Q1 2026, buying an estimated $165 and bringing the position to 742 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #181.

Integrity Financial first reported a position in IYY in Q4 2021 and has held it in 18 quarters since. The position peaked at $123K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Integrity Financial held 742 shares of iShares Dow Jones US ETF worth $118K as of Q1 2026.
Integrity Financial bought 1 iShares Dow Jones US ETF share in Q1 2026, an estimated $165.
iShares Dow Jones US ETF made up 0.06% of Integrity Financial's portfolio in Q1 2026, its #181 holding.
Integrity Financial first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 18 quarters since.
Integrity Financial's iShares Dow Jones US ETF position peaked at $123K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.