Planned Solutions’s iShares Dow Jones US ETF IYY Stock Holding History

Planned Solutions’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	$384K	Hold	2,106	–	–	0.11%	94
2026 Q1	$334K	Hold	2,106	–	–	0.11%	93
2025 Q4	$349K	Hold	2,106	–	–	0.11%	90
2025 Q3	$342K	Hold	2,106	–	–	0.12%	90
2025 Q2	$318K	Hold	2,106	–	–	0.12%	84
2025 Q1	$287K	Hold	2,106	–	–	0.12%	85
2024 Q4	$301K	Hold	2,106	–	–	0.12%	76
2024 Q3	$294K	Hold	2,106	–	–	0.12%	75
2024 Q2	$279K	Hold	2,106	–	–	0.13%	71
2024 Q1	$270K	Hold	2,106	–	–	0.13%	72
2023 Q4	$245K	Hold	2,106	–	–	0.11%	70
2023 Q3	$220K	Hold	2,106	–	–	0.13%	70
2023 Q2	$228K	Hold	2,106	–	–	0.13%	69
2023 Q1	$211K	Buy	+2,106	New	+$206K	0.13%	72

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planned Solutions's IYY Position: Q2 2026 in Review

Planned Solutions held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,106 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #94.

Planned Solutions first reported a position in IYY in Q1 2023 and has held it in 14 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Planned Solutions held 2,106 shares of iShares Dow Jones US ETF worth $384K as of Q2 2026.
Planned Solutions left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.11% of Planned Solutions's portfolio in Q2 2026, its #94 holding.
Planned Solutions first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 14 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.