Q1WB
IYY icon

Quest 10 Wealth Builders’s iShares Dow Jones US ETF IYY Stock Holding History

Quest 10 Wealth Builders’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 		$104K Hold
573
– – 0.08% 142
2026
Q1 		$90.8K Hold
573
– – 0.08% 148
2025
Q4 		$95K Hold
573
– – 0.09% 135
2025
Q3 		$93.1K Hold
573
– – 0.09% 129
2025
Q2 		$86.5K Hold
573
– – 0.08% 138
2025
Q1 		$78K Hold
573
– – 0.08% 136
2024
Q4 		$82K Buy
+573
New +$82.4K 0.08% 144

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Quest 10 Wealth Builders's IYY Position: Q2 2026 in Review

Quest 10 Wealth Builders held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 573 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #142.

Quest 10 Wealth Builders first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Quest 10 Wealth Builders held 573 shares of iShares Dow Jones US ETF worth $104K as of Q2 2026.
  • Quest 10 Wealth Builders left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.08% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #142 holding.
  • Quest 10 Wealth Builders first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.