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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
Q2 		$520K Hold
2,854
– – 0.23% 50
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
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

Laurel Wealth Planning's IYY Position: Q2 2026 in Review

Laurel Wealth Planning held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,854 shares worth $520K. The position accounts for 0.23% of the portfolio, ranked #50.

Laurel Wealth Planning first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. 291 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Laurel Wealth Planning held 2,854 shares of iShares Dow Jones US ETF worth $520K as of Q2 2026.
  • Laurel Wealth Planning left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.23% of Laurel Wealth Planning's portfolio in Q2 2026, its #50 holding.
  • Laurel Wealth Planning first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.