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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $149M AUM

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM