Kelman-Lazarov Inc’s iShares Dow Jones US ETF IYY Stock Holding History

Kelman-Lazarov Inc’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	$1.61M	Sell	8,838 -12	-0.1%	-$2.12K	0.21%	47
2026 Q1	$1.4M	Sell	8,850 -21	-0.2%	-$3.48K	0.2%	50
2025 Q4	$1.47M	Sell	8,871 -19	-0.2%	-$3.13K	0.21%	50
2025 Q3	$1.44M	Hold	8,890	–	–	0.21%	50
2025 Q2	$1.34M	Buy	8,890 +19	+0.2%	+$2.65K	0.22%	49
2025 Q1	$1.21M	Buy	8,871 +21	+0.2%	+$3.01K	0.22%	46
2024 Q4	$1.27M	Hold	8,850	–	–	0.23%	48
2024 Q3	$1.24M	Hold	8,850	–	–	0.21%	47
2024 Q2	$1.17M	Hold	8,850	–	–	0.22%	49
2024 Q1	$1.13M	Hold	8,850	–	–	0.22%	49
2023 Q4	$1.03M	Hold	8,850	–	–	0.22%	50
2023 Q3	$925K	Hold	8,850	–	–	0.22%	48
2023 Q2	$959K	Hold	8,850	–	–	0.23%	48
2023 Q1	$886K	Hold	8,850	–	–	0.23%	47
2022 Q4	$827K	Hold	8,850	–	–	0.23%	46
2022 Q3	$776K	Hold	8,850	–	–	0.26%	35
2022 Q2	$817K	Hold	8,850	–	–	0.28%	33
2022 Q1	$986K	Hold	8,850	–	–	0.33%	32
2021 Q4	$1.04M	Hold	8,850	–	–	0.34%	32
2021 Q3	$955K	Hold	8,850	–	–	0.33%	31
2021 Q2	$956K	Hold	8,850	–	–	0.33%	33
2021 Q1	$884K	Hold	8,850	–	–	0.32%	34
2020 Q4	$835K	Hold	8,850	–	–	0.32%	34
2020 Q3	$738K	Sell	8,850 -348	-4%	-$28.6K	0.34%	33
2020 Q2	$704K	Sell	9,198 -772	-8%	-$55.7K	0.33%	34
2020 Q1	$629K	Hold	9,970	–	–	0.34%	37
2019 Q4	$796K	Hold	9,970	–	–	0.36%	42
2019 Q3	$735K	Hold	9,970	–	–	0.36%	45
2019 Q2	$728K	Hold	9,970	–	–	0.37%	45
2019 Q1	$704K	Hold	9,970	–	–	0.37%	48
2018 Q4	$620K	Sell	9,970 -566	-5%	-$38.1K	0.39%	54
2018 Q3	$767K	Hold	10,536	–	–	0.45%	52
2018 Q2	$718K	Hold	10,536	–	–	0.39%	64
2018 Q1	$696K	Hold	10,536	–	–	0.37%	66
2017 Q4	$704K	Sell	10,536 -568	-5%	-$37K	0.36%	67
2017 Q3	$700K	Hold	11,104	–	–	0.37%	68
2017 Q2	$674K	Hold	11,104	–	–	0.37%	71
2017 Q1	$657K	Hold	11,104	–	–	0.42%	65
2016 Q4	$622K	Hold	11,104	–	–	0.35%	71
2016 Q3	$597K	Hold	11,104	–	–	0.34%	75
2016 Q2	$582K	Hold	11,104	–	–	0.33%	78
2016 Q1	$573K	Buy	+11,104	New	+$539K	0.34%	79

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

Kelman-Lazarov Inc's IYY Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its iShares Dow Jones US ETF (IYY) stake by 0.14% in Q2 2026, selling an estimated $2.12K and leaving 8,838 shares worth $1.61M. The position accounts for 0.21% of the portfolio, ranked #47.

Kelman-Lazarov Inc first reported a position in IYY in Q1 2016 and has held it in 42 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Kelman-Lazarov Inc held 8,838 shares of iShares Dow Jones US ETF worth $1.61M as of Q2 2026.
Kelman-Lazarov Inc sold 12 iShares Dow Jones US ETF shares in Q2 2026, an estimated $2.12K.
iShares Dow Jones US ETF made up 0.21% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #47 holding.
Kelman-Lazarov Inc first reported a position in iShares Dow Jones US ETF in Q1 2016 and has held it in 42 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.