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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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
FF
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Procyon Advisors's IYY Position: Q2 2026 in Review

Procyon Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,212 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Procyon Advisors previously reported a position in IYY as recently as Q4 2025.

Procyon Advisors first reported a position in IYY in Q3 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2024. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Procyon Advisors held 1,212 shares of iShares Dow Jones US ETF worth $221K as of Q2 2026.
  • iShares Dow Jones US ETF was a new Procyon Advisors position in Q2 2026.
  • iShares Dow Jones US ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #533 holding.
  • Procyon Advisors first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 7 quarters since.
  • Procyon Advisors's iShares Dow Jones US ETF position peaked at $345K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.