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Money Concepts Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Money Concepts Capital’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 		$5.46M Buy
29,949
+1,587
+6% +$280K 0.25% 89
2026
Q1 		$4.49M Sell
28,362
-268
-0.9% -$44.3K 0.25% 91
2025
Q4 		$4.75M Buy
28,630
+2,983
+12% +$491K 0.27% 79
2025
Q3 		$4.17M Sell
25,647
-61
-0.2% -$9.54K 0.26% 82
2025
Q2 		$3.88M Buy
25,708
+433
+2% +$60.3K 0.26% 84
2025
Q1 		$3.44M Sell
25,275
-134
-0.5% -$19.2K 0.26% 85
2024
Q4 		$3.64M Buy
25,409
+1,586
+7% +$228K 0.27% 79
2024
Q3 		$3.33M Sell
23,823
-340
-1% -$45.7K 0.25% 87
2024
Q2 		$3.2M Buy
24,163
+217
+0.9% +$27.7K 0.27% 87
2024
Q1 		$3.07M Buy
23,946
+2,293
+11% +$279K 0.28% 92
2023
Q4 		$2.52M Buy
21,653
+765
+4% +$83.2K 0.23% 113
2023
Q3 		$2.18M Buy
20,888
+273
+1% +$29.7K 0.23% 125
2023
Q2 		$2.23M Sell
20,615
-122,103
-86% -$12.5M 0.23% 123
2023
Q1 		$2.17M Buy
142,718
+114,969
+414% +$11.2M 0.12% 142
2022
Q4 		$2.59M Buy
27,749
+9,014
+48% +$848K 0.12% 161
2022
Q3 		$1.64M Buy
18,735
+878
+5% +$85.6K 0.1% 182
2022
Q2 		$1.67M Sell
17,857
-8,333
-32% -$837K 0.15% 150
2022
Q1 		$2.92M Buy
26,190
+8,606
+49% +$945K 0.16% 141
2021
Q4 		$2.07M Buy
+17,584
New +$2.02M 0.18% 134
2021
Q1 		$1.73M Buy
17,338
+8,110
+88% +$792K 0.14% 155
2020
Q4 		$870K Buy
+9,228
New +$821K 0.08% 207

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

Money Concepts Capital's IYY Position: Q2 2026 in Review

Money Concepts Capital increased its iShares Dow Jones US ETF (IYY) stake by 5.6% in Q2 2026, buying an estimated $280K and bringing the position to 29,949 shares worth $5.46M. The position accounts for 0.25% of the portfolio, ranked #89.

Money Concepts Capital first reported a position in IYY in Q4 2020 and has held it in 21 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Money Concepts Capital held 29,949 shares of iShares Dow Jones US ETF worth $5.46M as of Q2 2026.
  • Money Concepts Capital bought 1,587 iShares Dow Jones US ETF shares in Q2 2026, an estimated $280K.
  • iShares Dow Jones US ETF made up 0.25% of Money Concepts Capital's portfolio in Q2 2026, its #89 holding.
  • Money Concepts Capital first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 21 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.