Laurel Wealth Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Laurel Wealth Planning’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	$452K	Hold	2,854	–	–	0.24%	47
2025 Q4	$473K	Hold	2,854	–	–	0.26%	47
2025 Q3	$464K	Hold	2,854	–	–	0.25%	47
2025 Q2	$431K	Hold	2,854	–	–	0.24%	44
2025 Q1	$388K	Hold	2,854	–	–	0.26%	43
2024 Q4	$408K	Sell	2,854 -211	-7%	-$30.3K	0.26%	43
2024 Q3	$428K	Buy	+3,065	New	+$412K	0.28%	43

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Laurel Wealth Planning's IYY Position: Q1 2026 in Review

Laurel Wealth Planning held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 2,854 shares worth $452K. The position accounts for 0.24% of the portfolio, ranked #47.

Laurel Wealth Planning first reported a position in IYY in Q3 2024 and has held it in 7 quarters since. The position peaked at $473K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Laurel Wealth Planning held 2,854 shares of iShares Dow Jones US ETF worth $452K as of Q1 2026.
Laurel Wealth Planning left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.24% of Laurel Wealth Planning's portfolio in Q1 2026, its #47 holding.
Laurel Wealth Planning first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 7 quarters since.
Laurel Wealth Planning's iShares Dow Jones US ETF position peaked at $473K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.