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 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

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

SC&H Financial Advisors's IYY Position: Q2 2026 in Review

SC&H Financial Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,636 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #129.

SC&H Financial Advisors first reported a position in IYY in Q1 2024 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

SC&H Financial Advisors held 1,636 shares of iShares Dow Jones US ETF worth $298K as of Q2 2026.
SC&H Financial Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #129 holding.
SC&H Financial Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 10 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.