Melfa Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Melfa Wealth Management’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	$404K	Sell	2,217 -36	-2%	-$6.35K	0.22%	91
2026 Q1	$357K	Hold	2,253	–	–	0.21%	106
2025 Q4	$374K	Sell	2,253 -18	-0.8%	-$2.96K	0.22%	108
2025 Q3	$369K	Hold	2,271	–	–	0.22%	109
2025 Q2	$343K	Hold	2,271	–	–	0.22%	115
2025 Q1	$309K	Hold	2,271	–	–	0.21%	117
2024 Q4	$325K	Hold	2,271	–	–	0.22%	114
2024 Q3	$317K	Hold	2,271	–	–	0.21%	117
2024 Q2	$301K	Hold	2,271	–	–	0.21%	116
2024 Q1	$291K	Sell	2,271 -50	-2%	-$6.09K	0.21%	114
2023 Q4	$270K	Hold	2,321	–	–	0.25%	87
2023 Q3	$242K	Hold	2,321	–	–	0.26%	89
2023 Q2	$251K	Hold	2,321	–	–	0.25%	92
2023 Q1	$232K	Hold	2,321	–	–	0.23%	100
2022 Q4	$217K	Buy	+2,321	New	+$218K	0.23%	102

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

Melfa Wealth Management's IYY Position: Q2 2026 in Review

Melfa Wealth Management reduced its iShares Dow Jones US ETF (IYY) stake by 1.6% in Q2 2026, selling an estimated $6.35K and leaving 2,217 shares worth $404K. The position accounts for 0.22% of the portfolio, ranked #91.

Melfa Wealth Management first reported a position in IYY in Q4 2022 and has held it in 15 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Melfa Wealth Management held 2,217 shares of iShares Dow Jones US ETF worth $404K as of Q2 2026.
Melfa Wealth Management sold 36 iShares Dow Jones US ETF shares in Q2 2026, an estimated $6.35K.
iShares Dow Jones US ETF made up 0.22% of Melfa Wealth Management's portfolio in Q2 2026, its #91 holding.
Melfa Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2022 and has held it in 15 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.