SC&H Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

SC&H Financial 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 Q3	$303K	Hold	1,636	–	–	0.04%	121
2026 Q2	$298K	Hold	1,636	–	–	0.04%	129
2026 Q1	$259K	Hold	1,636	–	–	0.04%	134
2025 Q4	$271K	Hold	1,636	–	–	0.04%	132
2025 Q3	$266K	Hold	1,636	–	–	0.04%	129
2025 Q2	$247K	Hold	1,636	–	–	0.04%	135
2025 Q1	$223K	Hold	1,636	–	–	0.04%	142
2024 Q4	$234K	Hold	1,636	–	–	0.05%	138
2024 Q3	$228K	Hold	1,636	–	–	0.05%	140
2024 Q2	$216K	Hold	1,636	–	–	0.05%	137
2024 Q1	$210K	Buy	+1,636	New	+$199K	0.05%	139

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

SC&H Financial Advisors's IYY Position: Q3 2026 in Review

SC&H Financial Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 1,636 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #121.

SC&H Financial Advisors first reported a position in IYY in Q1 2024 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

SC&H Financial Advisors held 1,636 shares of iShares Dow Jones US ETF worth $303K as of Q3 2026.
SC&H Financial Advisors left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q3 2026, its #121 holding.
SC&H Financial Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.