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 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 $7.88B AUM 10.78% 1-Year Est. Return

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. 294 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.
294 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.