RSF
IYY icon

Rik Saylor Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Rik Saylor Financial’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 		$1.06M Hold
5,843
– – 0.71% 46
2026
Q1 		$926K Sell
5,843
-113
-2% -$18.7K 0.7% 48
2025
Q4 		$988K Sell
5,956
-185
-3% -$30.4K 0.72% 46
2025
Q3 		$998K Sell
6,141
-12
-0.2% -$1.88K 0.73% 48
2025
Q2 		$928K Sell
6,153
-9
-0.1% -$1.25K 0.71% 47
2025
Q1 		$839K Sell
6,162
-742
-11% -$106K 0.74% 44
2024
Q4 		$988K Buy
+6,904
New +$993K 0.91% 42

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
SWM
Steinberganna Wealth Management Huntington, New York $246M AUM 32.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Rik Saylor Financial's IYY Position: Q2 2026 in Review

Rik Saylor Financial held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 5,843 shares worth $1.06M. The position accounts for 0.71% of the portfolio, ranked #46.

Rik Saylor Financial first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Rik Saylor Financial held 5,843 shares of iShares Dow Jones US ETF worth $1.06M as of Q2 2026.
  • Rik Saylor Financial left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.71% of Rik Saylor Financial's portfolio in Q2 2026, its #46 holding.
  • Rik Saylor Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.