Red Door Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Red Door Wealth Management’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	$241K	Hold	1,324	–	–	0.02%	289
2026 Q1	$210K	Sell	1,324 -5	-0.4%	-$827	0.02%	289
2025 Q4	$220K	Sell	1,329 -69	-5%	-$11.4K	0.02%	274
2025 Q3	$227K	Sell	1,398 -5	-0.4%	-$782	0.02%	267
2025 Q2	$212K	Buy	+1,403	New	+$195K	0.03%	253

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