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	–	–	0.14%	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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

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

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM