Sandy Cove Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Sandy Cove Advisors’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	$350K	Hold	1,923	–	–	0.09%	114
2026 Q1	$305K	Hold	1,923	–	–	0.09%	112
2025 Q4	$319K	Hold	1,923	–	–	0.09%	113
2025 Q3	$312K	Hold	1,923	–	–	0.1%	106
2025 Q2	$290K	Hold	1,923	–	–	0.1%	103
2025 Q1	$262K	Hold	1,923	–	–	0.11%	108
2024 Q4	$275K	Hold	1,923	–	–	0.11%	105
2024 Q3	$268K	Hold	1,923	–	–	0.11%	103
2024 Q2	$254K	Hold	1,923	–	–	0.11%	101
2024 Q1	$246K	Hold	1,923	–	–	0.11%	108
2023 Q4	$224K	Hold	1,923	–	–	0.11%	112
2023 Q3	$201K	Hold	1,923	–	–	0.12%	111
2023 Q2	$208K	Buy	+1,923	New	+$197K	0.12%	117
2022 Q2	–	Sell	-1,923	Closed	-$214K	–	242
2022 Q1	$214K	Hold	1,923	–	–	0.18%	81
2021 Q4	$227K	Buy	+1,923	New	+$221K	0.19%	69

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

Sandy Cove Advisors's IYY Position: Q2 2026 in Review

Sandy Cove Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,923 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #114.

Sandy Cove Advisors first reported a position in IYY in Q4 2021 and has held it in 15 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Sandy Cove Advisors held 1,923 shares of iShares Dow Jones US ETF worth $350K as of Q2 2026.
Sandy Cove Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.09% of Sandy Cove Advisors's portfolio in Q2 2026, its #114 holding.
Sandy Cove Advisors first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 15 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.