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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KKM Financial's IYY Position: Q1 2026 in Review

KKM Financial held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,878 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #150.

KKM Financial first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $388K in Q4 2024. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • KKM Financial held 1,878 shares of iShares Dow Jones US ETF worth $311K as of Q1 2026.
  • KKM Financial left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.06% of KKM Financial's portfolio in Q1 2026, its #150 holding.
  • KKM Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
  • KKM Financial's iShares Dow Jones US ETF position peaked at $388K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.