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

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