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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Red Door Wealth Management's IYY Position: Q2 2026 in Review

Red Door Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,324 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #289.

Red Door Wealth Management first reported a position in IYY in Q2 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Red Door Wealth Management held 1,324 shares of iShares Dow Jones US ETF worth $241K as of Q2 2026.
Red Door Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #289 holding.
Red Door Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2025 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.