Penobscot Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Penobscot Wealth Management’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	$421K	Hold	2,308	–	–	0.11%	79
2026 Q1	$366K	Hold	2,308	–	–	0.11%	80
2025 Q4	$383K	Hold	2,308	–	–	0.12%	71
2025 Q3	$375K	Hold	2,308	–	–	0.12%	73
2025 Q2	$348K	Hold	2,308	–	–	0.12%	72
2025 Q1	$314K	Hold	2,308	–	–	0.13%	69
2024 Q4	$330K	Hold	2,308	–	–	0.15%	61
2024 Q3	$322K	Hold	2,308	–	–	0.17%	57
2024 Q2	$311K	Hold	2,308	–	–	0.19%	54
2024 Q1	$296K	Hold	2,308	–	–	0.19%	61
2023 Q4	$269K	Hold	2,308	–	–	0.18%	63
2023 Q3	$241K	Hold	2,308	–	–	0.18%	59
2023 Q2	$250K	Hold	2,308	–	–	0.18%	56
2023 Q1	$231K	Hold	2,308	–	–	0.18%	58
2022 Q4	$216K	Hold	2,308	–	–	0.19%	57
2022 Q3	$202K	Hold	2,308	–	–	0.2%	59
2022 Q2	$213K	Hold	2,308	–	–	0.21%	59
2022 Q1	$257K	Hold	2,308	–	–	0.23%	54
2021 Q4	$272K	Hold	2,308	–	–	0.23%	49
2021 Q3	$249K	Hold	2,308	–	–	0.23%	47
2021 Q2	$249K	Buy	+2,308	New	+$242K	0.24%	44

Other funds holding IYY

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SIA

Sage Investment Advisers Wappingers Falls, New York $149M AUM

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Penobscot Wealth Management's IYY Position: Q2 2026 in Review

Penobscot Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,308 shares worth $421K. The position accounts for 0.11% of the portfolio, ranked #79.

Penobscot Wealth Management first reported a position in IYY in Q2 2021 and has held it in 21 quarters since. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Penobscot Wealth Management held 2,308 shares of iShares Dow Jones US ETF worth $421K as of Q2 2026.
Penobscot Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.11% of Penobscot Wealth Management's portfolio in Q2 2026, its #79 holding.
Penobscot Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 21 quarters since.
35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.