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

Riverbend 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	$984K	Hold	5,400	–	–	0.49%	55
2026 Q1	$856K	Hold	5,400	–	–	0.49%	53
2025 Q4	$895K	Hold	5,400	–	–	0.56%	50
2025 Q3	$877K	Hold	5,400	–	–	0.61%	44
2025 Q2	$815K	Hold	5,400	–	–	0.62%	42
2025 Q1	$735K	Hold	5,400	–	–	0.66%	45
2024 Q4	$773K	Buy	+5,400	New	+$777K	0.69%	40

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

Riverbend Wealth Management's IYY Position: Q2 2026 in Review

Riverbend Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 5,400 shares worth $984K. The position accounts for 0.49% of the portfolio, ranked #55.

Riverbend Wealth Management 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.

Riverbend Wealth Management held 5,400 shares of iShares Dow Jones US ETF worth $984K as of Q2 2026.
Riverbend Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.49% of Riverbend Wealth Management's portfolio in Q2 2026, its #55 holding.
Riverbend Wealth Management 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 Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.