Keating Financial Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Keating Financial Advisory Services’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	$160K	Buy	877 +1	+0.1%	+$176	0.02%	392
2026 Q1	$139K	Hold	876	–	–	0.02%	398
2025 Q4	$145K	Buy	+876	New	+$144K	0.02%	427

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

Keating Financial Advisory Services's IYY Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares Dow Jones US ETF (IYY) stake by 0.11% in Q2 2026, buying an estimated $176 and bringing the position to 877 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #392.

Keating Financial Advisory Services first reported a position in IYY in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Keating Financial Advisory Services held 877 shares of iShares Dow Jones US ETF worth $160K as of Q2 2026.
Keating Financial Advisory Services bought 1 iShares Dow Jones US ETF share in Q2 2026, an estimated $176.
iShares Dow Jones US ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #392 holding.
Keating Financial Advisory Services first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 3 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.