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

Kapstone Financial 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
Q1 		$325K Buy
2,051
+800
+64% +$132K 0.16% 92
2025
Q4 		$207K Buy
+1,251
New +$206K 0.1% 120

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kapstone Financial Advisors's IYY Position: Q1 2026 in Review

Kapstone Financial Advisors increased its iShares Dow Jones US ETF (IYY) stake by 64% in Q1 2026, buying an estimated $132K and bringing the position to 2,051 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #92.

Kapstone Financial Advisors first reported a position in IYY in Q4 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Kapstone Financial Advisors held 2,051 shares of iShares Dow Jones US ETF worth $325K as of Q1 2026.
  • Kapstone Financial Advisors bought 800 iShares Dow Jones US ETF shares in Q1 2026, an estimated $132K.
  • iShares Dow Jones US ETF made up 0.16% of Kapstone Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Kapstone Financial Advisors first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.