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

KKM Financial’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 		– Sell
-1,878
Closed -$311K – 181
2026
Q1 		$311K Hold
1,878
– – 0.06% 150
2025
Q4 		$311K Sell
1,878
-395
-17% -$65K 0.06% 150
2025
Q3 		$369K Buy
2,273
+5
+0.2% +$782 0.12% 110
2025
Q2 		$342K Sell
2,268
-499
-18% -$69.5K 0.12% 120
2025
Q1 		$377K Buy
2,767
+58
+2% +$8.32K 0.16% 112
2024
Q4 		$388K Buy
+2,709
New +$390K 0.16% 113

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

KKM Financial's IYY Position: Q2 2026 in Review

KKM Financial sold out of iShares Dow Jones US ETF (IYY) in Q2 2026, closing a stake of 1,878 shares — an estimated $311K sold.

KKM Financial first reported a position in IYY in Q4 2024 and held it in 6 quarters. The position peaked at $388K in Q4 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • KKM Financial reported no remaining iShares Dow Jones US ETF position as of Q2 2026 after selling out during the quarter.
  • KKM Financial sold 1,878 iShares Dow Jones US ETF shares in Q2 2026, an estimated $311K.
  • KKM Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 6 quarters.
  • KKM Financial's iShares Dow Jones US ETF position peaked at $388K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.