NWF Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

NWF Advisory 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	$1.03M	Hold	6,530	–	–	0.12%	129
2025 Q4	$1.08M	Hold	6,530	–	–	0.12%	122
2025 Q3	$1.06M	Hold	6,530	–	–	0.12%	127
2025 Q2	$985K	Hold	6,530	–	–	0.12%	131
2025 Q1	$889K	Buy	6,530 +48	+0.7%	+$6.89K	0.12%	116
2024 Q4	$928K	Sell	6,482 -48	-0.7%	-$6.9K	0.14%	90
2024 Q3	$912K	Hold	6,530	–	–	0.13%	116
2024 Q2	$864K	Hold	6,530	–	–	0.14%	113
2024 Q1	$836K	Hold	6,530	–	–	0.14%	118
2023 Q4	$761K	Hold	6,530	–	–	0.15%	114
2023 Q3	$682K	Hold	6,530	–	–	0.16%	104
2023 Q2	$707K	Hold	6,530	–	–	0.16%	108
2023 Q1	$707K	Buy	+6,530	New	+$639K	0.16%	108

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

NWF Advisory Services's IYY Position: Q1 2026 in Review

NWF Advisory Services held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 6,530 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #129.

NWF Advisory Services first reported a position in IYY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

NWF Advisory Services held 6,530 shares of iShares Dow Jones US ETF worth $1.03M as of Q1 2026.
NWF Advisory Services left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.12% of NWF Advisory Services's portfolio in Q1 2026, its #129 holding.
NWF Advisory Services first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares Dow Jones US ETF position peaked at $1.08M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.