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

Larson Financial Group’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 		$640K Sell
3,510
-103
-3% -$18.2K 0.02% 490
2026
Q1 		$572K Buy
3,613
+8
+0.2% +$1.32K 0.02% 440
2025
Q4 		$598K Buy
3,605
+9
+0.3% +$1.48K 0.02% 416
2025
Q3 		$584K Buy
3,596
+7
+0.2% +$1.09K 0.02% 417
2025
Q2 		$541K Buy
3,589
+8
+0.2% +$1.11K 0.02% 413
2025
Q1 		$487K Buy
3,581
+7
+0.2% +$1K 0.02% 415
2024
Q4 		$511K Buy
3,574
+10
+0.3% +$1.44K 0.03% 352
2024
Q3 		$498K Buy
3,564
+9
+0.3% +$1.21K 0.03% 339
2024
Q2 		$470K Buy
3,555
+7
+0.2% +$893 0.03% 286
2024
Q1 		$454K Buy
3,548
+8
+0.2% +$974 0.04% 251
2023
Q4 		$412K Sell
3,540
-738
-17% -$80.2K 0.04% 239
2023
Q3 		$447K Buy
4,278
+1,270
+42% +$138K 0.04% 207
2023
Q2 		$326K Buy
+3,008
New +$308K 0.03% 246

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

Larson Financial Group's IYY Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Dow Jones US ETF (IYY) stake by 2.9% in Q2 2026, selling an estimated $18.2K and leaving 3,510 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #490.

Larson Financial Group first reported a position in IYY in Q2 2023 and has held it in 13 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Larson Financial Group held 3,510 shares of iShares Dow Jones US ETF worth $640K as of Q2 2026.
  • Larson Financial Group sold 103 iShares Dow Jones US ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Dow Jones US ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #490 holding.
  • Larson Financial Group first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 13 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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