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Kerr Financial Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Kerr Financial Planning’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 		$1.78M Sell
9,769
-25
-0.3% -$4.41K 1.99% 10
2026
Q1 		$1.69M Buy
9,794
+303
+3% +$50.1K 1.19% 10
2025
Q4 		$1.57M Buy
9,491
+2,032
+27% +$334K 2.12% 9
2025
Q3 		$1.22M Buy
+7,459
New +$1.17M 1.72% 10

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kerr Financial Planning's IYY Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares Dow Jones US ETF (IYY) stake by 0.26% in Q2 2026, selling an estimated $4.41K and leaving 9,769 shares worth $1.78M. The position accounts for 1.99% of the portfolio, ranked #10.

Kerr Financial Planning first reported a position in IYY in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Kerr Financial Planning held 9,769 shares of iShares Dow Jones US ETF worth $1.78M as of Q2 2026.
  • Kerr Financial Planning sold 25 iShares Dow Jones US ETF shares in Q2 2026, an estimated $4.41K.
  • iShares Dow Jones US ETF made up 1.99% of Kerr Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Kerr Financial Planning first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.