New Wave Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

New Wave Wealth 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	$875K	Hold	4,800	–	–	0.24%	91
2026 Q1	$761K	Hold	4,800	–	–	0.26%	72
2025 Q4	$796K	Hold	4,800	–	–	0.29%	69
2025 Q3	$780K	Sell	4,800 -3,291	-41%	-$515K	0.3%	63
2025 Q2	$1.22M	Hold	8,091	–	–	0.52%	42
2025 Q1	$1.1M	Sell	8,091 -1,006	-11%	-$144K	0.49%	43
2024 Q4	$1.3M	Hold	9,097	–	–	0.53%	42
2024 Q3	$1.27M	Hold	9,097	–	–	0.59%	40
2024 Q2	$1.2M	Buy	+9,097	New	+$1.16M	0.65%	39

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ASL Financial Los Gatos, California $142M AUM

New Wave Wealth Advisors's IYY Position: Q2 2026 in Review

New Wave Wealth Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 4,800 shares worth $875K. The position accounts for 0.24% of the portfolio, ranked #91.

New Wave Wealth Advisors first reported a position in IYY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2024. 97 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

New Wave Wealth Advisors held 4,800 shares of iShares Dow Jones US ETF worth $875K as of Q2 2026.
New Wave Wealth Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.24% of New Wave Wealth Advisors's portfolio in Q2 2026, its #91 holding.
New Wave Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's iShares Dow Jones US ETF position peaked at $1.3M in Q4 2024.
97 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.