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Mine & Arao Wealth Creation & Management’s iShares Dow Jones US ETF IYY Stock Holding History

Mine & Arao Wealth Creation & 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 		$1.93M Sell
10,568
-52
-0.5% -$9.17K 0.7% 19
2026
Q1 		$1.68M Sell
10,620
-77
-0.7% -$12.7K 0.71% 20
2025
Q4 		$1.77M Sell
10,697
-79
-0.7% -$13K 0.69% 19
2025
Q3 		$1.75M Sell
10,776
-116
-1% -$18.1K 0.71% 20
2025
Q2 		$1.64M Sell
10,892
-44
-0.4% -$6.13K 0.73% 20
2025
Q1 		$1.49M Sell
10,936
-80
-0.7% -$11.5K 0.73% 21
2024
Q4 		$1.58M Sell
11,016
-288
-3% -$41.4K 0.72% 21
2024
Q3 		$1.58M Buy
11,304
+30
+0.3% +$4.04K 0.73% 21
2024
Q2 		$1.49M Buy
11,274
+118
+1% +$15.1K 0.73% 21
2024
Q1 		$1.43M Sell
11,156
-125
-1% -$15.2K 0.71% 21
2023
Q4 		$1.31M Buy
11,281
+103
+0.9% +$11.2K 0.71% 21
2023
Q3 		$1.17M Buy
11,178
+2
+0% +$217 0.71% 22
2023
Q2 		$1.21M Buy
11,176
+26
+0.2% +$2.66K 0.71% 22
2023
Q1 		$1.12M Sell
11,150
-65
-0.6% -$6.36K 0.72% 23
2022
Q4 		$1.05M Sell
11,215
-58
-0.5% -$5.45K 0.78% 19
2022
Q3 		$989K Buy
11,273
+35
+0.3% +$3.41K 0.73% 22
2022
Q2 		$1.04M Buy
11,238
+25
+0.2% +$2.51K 0.73% 23
2022
Q1 		$1.25M Sell
11,213
-27
-0.2% -$2.97K 0.73% 21
2021
Q4 		$1.32M Buy
11,240
+532
+5% +$61.1K 0.73% 21
2021
Q3 		$1.16M Sell
10,708
-50
-0.5% -$5.55K 0.69% 21
2021
Q2 		$1.16M Buy
10,758
+31
+0.3% +$3.26K 0.7% 20
2021
Q1 		$1.07M Hold
10,727
– – 0.71% 20
2020
Q4 		$1.01M Sell
10,727
-143
-1% -$12.7K 0.73% 20
2020
Q3 		$906K Buy
10,870
+522
+5% +$42.9K 0.75% 18
2020
Q2 		$792K Sell
10,348
-52
-0.5% -$3.75K 0.74% 19
2020
Q1 		$656K Hold
10,400
– – 0.76% 22
2019
Q4 		$830K Buy
+10,400
New +$795K 0.78% 18

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IYY Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management reduced its iShares Dow Jones US ETF (IYY) stake by 0.49% in Q2 2026, selling an estimated $9.17K and leaving 10,568 shares worth $1.93M. The position accounts for 0.7% of the portfolio, ranked #19.

Mine & Arao Wealth Creation & Management first reported a position in IYY in Q4 2019 and has held it in 27 quarters since. 112 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 10,568 shares of iShares Dow Jones US ETF worth $1.93M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management sold 52 iShares Dow Jones US ETF shares in Q2 2026, an estimated $9.17K.
  • iShares Dow Jones US ETF made up 0.7% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #19 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Dow Jones US ETF in Q4 2019 and has held it in 27 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.