Procyon Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Procyon Advisors’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	$225K	Hold	1,212	–	–	0.01%	526
2026 Q2	$221K	Buy	+1,212	New	+$214K	0.01%	533
2026 Q1	–	Sell	-1,512	Closed	-$251K	–	609
2025 Q4	$251K	Hold	1,512	–	–	0.01%	480
2025 Q3	$246K	Sell	1,512 -400	-21%	-$62.6K	0.01%	440
2025 Q2	$288K	Hold	1,912	–	–	0.03%	380
2025 Q1	$260K	Sell	1,912 -500	-21%	-$71.7K	0.02%	507
2024 Q4	$345K	Buy	2,412 +912	+61%	+$131K	0.02%	412
2024 Q3	$209K	Buy	+1,500	New	+$202K	0.01%	526

Other funds holding IYY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Procyon Advisors's IYY Position: Q3 2026 in Review

Procyon Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 1,212 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #526.

Procyon Advisors first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $345K in Q4 2024. 154 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Procyon Advisors held 1,212 shares of iShares Dow Jones US ETF worth $225K as of Q3 2026.
Procyon Advisors left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #526 holding.
Procyon Advisors first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
Procyon Advisors's iShares Dow Jones US ETF position peaked at $345K in Q4 2024.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.