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 Q3	$1.21M	Hold	6,530	–	–	0.11%	130
2026 Q2	$1.19M	Hold	6,530	–	–	0.11%	133
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NWF Advisory Services's IYY Position: Q3 2026 in Review

NWF Advisory Services held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 6,530 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #130.

NWF Advisory Services first reported a position in IYY in Q1 2023 and has held it in 15 quarters since. 47 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

NWF Advisory Services held 6,530 shares of iShares Dow Jones US ETF worth $1.21M as of Q3 2026.
NWF Advisory Services left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.11% of NWF Advisory Services's portfolio in Q3 2026, its #130 holding.
NWF Advisory Services first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 15 quarters since.
47 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.