LexAurum Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

LexAurum Advisors’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	$222K	Buy	+1,220	New	+$215K	0.03%	387
2022 Q4	–	Sell	-3,364	Closed	-$295K	–	259
2022 Q3	$295K	Sell	3,364 -2,144	-39%	-$209K	0.11%	175
2022 Q2	$509K	Hold	5,508	–	–	0.19%	117
2022 Q1	$613K	Hold	5,508	–	–	0.2%	108
2021 Q4	$649K	Hold	5,508	–	–	0.21%	103
2021 Q3	$594K	Hold	5,508	–	–	0.18%	144
2021 Q2	$595K	Hold	5,508	–	–	0.18%	143
2021 Q1	$550K	Hold	5,508	–	–	0.19%	127
2020 Q4	$520K	Hold	5,508	–	–	0.19%	127
2020 Q3	$459K	Hold	5,508	–	–	0.19%	113
2020 Q2	$422K	Sell	5,508 -48	-0.9%	-$3.46K	0.23%	97
2020 Q1	$350K	Buy	5,556 +74	+1%	+$5.59K	0.24%	89
2019 Q4	$438K	Buy	5,482 +36	+0.7%	+$2.75K	0.22%	116
2019 Q3	$402K	Hold	5,446	–	–	0.24%	101
2019 Q2	$398K	Buy	5,446 +466	+9%	+$33.5K	0.25%	96
2019 Q1	$352K	Buy	4,980 +946	+23%	+$64.2K	0.23%	95
2018 Q4	$251K	Buy	+4,034	New	+$271K	0.19%	120

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 $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LexAurum Advisors's IYY Position: Q2 2026 in Review

LexAurum Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,220 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #387 among its holdings. This is a return to the name: LexAurum Advisors previously reported a position in IYY as recently as Q3 2022.

LexAurum Advisors first reported a position in IYY in Q4 2018 and has held it in 17 quarters since. The position peaked at $649K in Q4 2021. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

LexAurum Advisors held 1,220 shares of iShares Dow Jones US ETF worth $222K as of Q2 2026.
iShares Dow Jones US ETF was a new LexAurum Advisors position in Q2 2026.
iShares Dow Jones US ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #387 holding.
LexAurum Advisors first reported a position in iShares Dow Jones US ETF in Q4 2018 and has held it in 17 quarters since.
LexAurum Advisors's iShares Dow Jones US ETF position peaked at $649K in Q4 2021.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.