Kaydan Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Kaydan Wealth Management’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	$1.72M	Hold	9,273	–	–	0.59%	26
2026 Q2	$1.69M	Hold	9,273	–	–	0.52%	29
2026 Q1	$1.47M	Sell	9,273 -12	-0.1%	-$1.98K	0.49%	28
2025 Q4	$1.54M	Hold	9,285	–	–	0.45%	28
2025 Q3	$1.51M	Buy	9,285 +12	+0.1%	+$1.88K	0.43%	33
2025 Q2	$1.4M	Hold	9,273	–	–	0.46%	31
2025 Q1	$1.26M	Hold	9,273	–	–	0.4%	31
2024 Q4	$1.33M	Hold	9,273	–	–	0.44%	29
2024 Q3	$1.29M	Sell	9,273 -19	-0.2%	-$2.56K	0.38%	29
2024 Q2	$1.23M	Hold	9,292	–	–	0.44%	30
2024 Q1	$1.19M	Hold	9,292	–	–	0.41%	30
2023 Q4	$1.08M	Hold	9,292	–	–	0.44%	32
2023 Q3	$971K	Hold	9,292	–	–	0.39%	29
2023 Q2	$1.01M	Hold	9,292	–	–	0.42%	27
2023 Q1	$930K	Hold	9,292	–	–	0.38%	27
2022 Q4	$868K	Hold	9,292	–	–	0.35%	31
2022 Q3	$815K	Sell	9,292 -100	-1%	-$9.7K	0.45%	29
2022 Q2	$867K	Sell	9,392 -40	-0.4%	-$4.02K	0.48%	32
2022 Q1	$1.05M	Sell	9,432 -200	-2%	-$22K	0.46%	34
2021 Q4	$1.14M	Buy	+9,632	New	+$1.11M	0.43%	31

Other funds holding IYY

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Kaydan Wealth Management's IYY Position: Q3 2026 in Review

Kaydan Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 9,273 shares worth $1.72M. The position accounts for 0.59% of the portfolio, ranked #26.

Kaydan Wealth Management first reported a position in IYY in Q4 2021 and has held it in 20 quarters since. 116 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Kaydan Wealth Management held 9,273 shares of iShares Dow Jones US ETF worth $1.72M as of Q3 2026.
Kaydan Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.59% of Kaydan Wealth Management's portfolio in Q3 2026, its #26 holding.
Kaydan Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 20 quarters since.
116 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.