NPFS
IYY icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return