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

Kingsview 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
Q2 		$552K Buy
3,029
+1,013
+50% +$179K 0.01% 938
2026
Q1 		$319K Sell
2,016
-38
-2% -$6.29K ﹤0.01% 1055
2025
Q4 		$341K Hold
2,054
– – ﹤0.01% 981
2025
Q3 		$334K Sell
2,054
-45
-2% -$7.04K 0.01% 928
2025
Q2 		$317K Sell
2,099
-26
-1% -$3.62K 0.01% 918
2025
Q1 		$289K Sell
2,125
-20
-0.9% -$2.87K 0.01% 910
2024
Q4 		$307K Hold
2,145
– – 0.01% 900
2024
Q3 		$299K Sell
2,145
-22,340
-91% -$3M 0.01% 888
2024
Q2 		$3.24M Buy
24,485
+22,230
+986% +$2.84M 0.08% 237
2024
Q1 		$289K Hold
2,255
– – 0.01% 828
2023
Q4 		$263K Buy
2,255
+220
+11% +$23.9K 0.01% 814
2023
Q3 		$213K Sell
2,035
-12
-0.6% -$1.3K 0.01% 866
2023
Q2 		$222K Sell
2,047
-84
-4% -$8.59K 0.01% 830
2023
Q1 		$213K Buy
+2,131
New +$208K 0.01% 814
2022
Q3 		– Sell
-2,843
Closed -$263K – 856
2022
Q2 		$263K Sell
2,843
-121
-4% -$12.2K 0.01% 700
2022
Q1 		$330K Sell
2,964
-15
-0.5% -$1.65K 0.01% 669
2021
Q4 		$351K Hold
2,979
– – 0.01% 672
2021
Q3 		$321K Hold
2,979
– – 0.02% 669
2021
Q2 		$323K Hold
2,979
– – 0.02% 680
2021
Q1 		$301K Buy
2,979
+1
+0% +$98 0.02% 641
2020
Q4 		$281K Hold
2,978
– – 0.02% 570
2020
Q3 		$248K Buy
2,978
+82
+3% +$6.75K 0.02% 520
2020
Q2 		$222K Buy
+2,896
New +$209K 0.02% 505
2019
Q3 		– Sell
-2,786
Closed -$204K – 467
2019
Q2 		$204K Buy
+2,786
New +$200K 0.03% 392

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

Kingsview Wealth Management's IYY Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Dow Jones US ETF (IYY) stake by 50% in Q2 2026, buying an estimated $179K and bringing the position to 3,029 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #938.

Kingsview Wealth Management first reported a position in IYY in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.24M in Q2 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Kingsview Wealth Management held 3,029 shares of iShares Dow Jones US ETF worth $552K as of Q2 2026.
  • Kingsview Wealth Management bought 1,013 iShares Dow Jones US ETF shares in Q2 2026, an estimated $179K.
  • iShares Dow Jones US ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #938 holding.
  • Kingsview Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2019 and has held it in 24 quarters since.
  • Kingsview Wealth Management's iShares Dow Jones US ETF position peaked at $3.24M in Q2 2024.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.