Narus Financial Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Narus Financial Partners’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	$820K	Sell	4,500 -600	-12%	-$106K	0.21%	77
2026 Q1	$808K	Hold	5,100	–	–	0.21%	72
2025 Q4	$846K	Hold	5,100	–	–	0.23%	64
2025 Q3	$829K	Hold	5,100	–	–	0.23%	68
2025 Q2	$769K	Hold	5,100	–	–	0.24%	63
2025 Q1	$694K	Sell	5,100 -76	-1%	-$10.9K	0.24%	63
2024 Q4	$741K	Hold	5,176	–	–	0.25%	62
2024 Q3	$723K	Hold	5,176	–	–	0.26%	60
2024 Q2	$685K	Hold	5,176	–	–	0.28%	61
2024 Q1	$663K	Hold	5,176	–	–	0.28%	63
2023 Q4	$603K	Hold	5,176	–	–	0.29%	61
2023 Q3	$541K	Hold	5,176	–	–	0.28%	61
2023 Q2	$561K	Hold	5,176	–	–	0.29%	61
2023 Q1	$518K	Hold	5,176	–	–	0.28%	67
2022 Q4	$484K	Hold	5,176	–	–	0.28%	62
2022 Q3	$454K	Hold	5,176	–	–	0.29%	59
2022 Q2	$478K	Hold	5,176	–	–	0.3%	56
2022 Q1	$576K	Buy	+5,176	New	+$569K	0.32%	54
2021 Q1	$517K	Buy	+5,176	New	+$505K	0.31%	46
2019 Q4	$413K	Hold	5,176	–	–	0.29%	39
2019 Q3	$382K	Hold	5,176	–	–	0.28%	42
2019 Q2	$378K	Buy	+5,176	New	+$372K	0.29%	41

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

Narus Financial Partners's IYY Position: Q2 2026 in Review

Narus Financial Partners reduced its iShares Dow Jones US ETF (IYY) stake by 12% in Q2 2026, selling an estimated $106K and leaving 4,500 shares worth $820K. The position accounts for 0.21% of the portfolio, ranked #77.

Narus Financial Partners first reported a position in IYY in Q2 2019 and has held it in 22 quarters since. The position peaked at $846K in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Narus Financial Partners held 4,500 shares of iShares Dow Jones US ETF worth $820K as of Q2 2026.
Narus Financial Partners sold 600 iShares Dow Jones US ETF shares in Q2 2026, an estimated $106K.
iShares Dow Jones US ETF made up 0.21% of Narus Financial Partners's portfolio in Q2 2026, its #77 holding.
Narus Financial Partners first reported a position in iShares Dow Jones US ETF in Q2 2019 and has held it in 22 quarters since.
Narus Financial Partners's iShares Dow Jones US ETF position peaked at $846K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.