Oxford Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Oxford Financial Group’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	$172K	Buy	1,082 +2	+0.2%	+$331	0.01%	250
2025 Q4	$179K	Buy	1,080 +3	+0.3%	+$494	0.01%	238
2025 Q3	$175K	Buy	1,077 +3	+0.3%	+$469	0.01%	223
2025 Q2	$162K	Buy	1,074 +2	+0.2%	+$279	0.01%	213
2025 Q1	$146K	Buy	1,072 +3	+0.3%	+$430	0.01%	215
2024 Q4	$153K	Buy	1,069 +3	+0.3%	+$432	0.01%	251
2024 Q3	$149K	Buy	1,066 +4	+0.4%	+$538	0.01%	248
2024 Q2	$141K	Buy	1,062 +2	+0.2%	+$255	0.01%	263
2024 Q1	$136K	Buy	1,060 +3	+0.3%	+$365	0.01%	228
2023 Q4	$123K	Buy	1,057 +8	+0.8%	+$870	0.01%	241
2023 Q3	$110K	Hold	1,049	–	–	0.01%	229
2023 Q2	$114K	Buy	1,049 +3	+0.3%	+$307	0.01%	242
2023 Q1	$105K	Buy	1,046 +4	+0.4%	+$391	0.01%	202
2022 Q4	$97.4K	Buy	1,042 +4	+0.4%	+$376	0.01%	200
2022 Q3	$91K	Buy	+1,038	New	+$101K	0.01%	186

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

Oxford Financial Group's IYY Position: Q1 2026 in Review

Oxford Financial Group increased its iShares Dow Jones US ETF (IYY) stake by 0.19% in Q1 2026, buying an estimated $331 and bringing the position to 1,082 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #250.

Oxford Financial Group first reported a position in IYY in Q3 2022 and has held it in 15 quarters since. The position peaked at $179K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Oxford Financial Group held 1,082 shares of iShares Dow Jones US ETF worth $172K as of Q1 2026.
Oxford Financial Group bought 2 iShares Dow Jones US ETF shares in Q1 2026, an estimated $331.
iShares Dow Jones US ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #250 holding.
Oxford Financial Group first reported a position in iShares Dow Jones US ETF in Q3 2022 and has held it in 15 quarters since.
Oxford Financial Group's iShares Dow Jones US ETF position peaked at $179K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.