Novak & Powell Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Novak & Powell Financial Services’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	$1.34M	Hold	7,332	–	–	0.63%	39
2026 Q1	$1.16M	Hold	7,332	–	–	0.63%	41
2025 Q4	$1.22M	Hold	7,332	–	–	0.63%	39
2025 Q3	$1.19M	Hold	7,332	–	–	0.63%	38
2025 Q2	$1.11M	Hold	7,332	–	–	0.77%	25
2025 Q1	$998K	Hold	7,332	–	–	0.62%	38
2024 Q4	$1.05M	Hold	7,332	–	–	0.62%	38
2024 Q3	$1.02M	Sell	7,332 -400	-5%	-$53.8K	0.59%	42
2024 Q2	$1.02M	Hold	7,732	–	–	0.64%	42
2024 Q1	$990K	Hold	7,732	–	–	0.74%	32
2023 Q4	$901K	Buy	+7,732	New	+$841K	0.6%	43

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

Novak & Powell Financial Services's IYY Position: Q2 2026 in Review

Novak & Powell Financial Services held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 7,332 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #39.

Novak & Powell Financial Services first reported a position in IYY in Q4 2023 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Novak & Powell Financial Services held 7,332 shares of iShares Dow Jones US ETF worth $1.34M as of Q2 2026.
Novak & Powell Financial Services left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.63% of Novak & Powell Financial Services's portfolio in Q2 2026, its #39 holding.
Novak & Powell Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 11 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.