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 Q2	$135K	Buy	743 +1	+0.1%	+$176	0.06%	173
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 $1.89T 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

Integrity Financial's IYY Position: Q2 2026 in Review

Integrity Financial increased its iShares Dow Jones US ETF (IYY) stake by 0.13% in Q2 2026, buying an estimated $176 and bringing the position to 743 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #173.

Integrity Financial first reported a position in IYY in Q4 2021 and has held it in 19 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Integrity Financial held 743 shares of iShares Dow Jones US ETF worth $135K as of Q2 2026.
Integrity Financial bought 1 iShares Dow Jones US ETF share in Q2 2026, an estimated $176.
iShares Dow Jones US ETF made up 0.06% of Integrity Financial's portfolio in Q2 2026, its #173 holding.
Integrity Financial first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 19 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.