Sharp Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Sharp Financial Services’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 Q1	–	Sell	-174,850	Closed	-$29M	–	123
2025 Q4	$29M	Buy	174,850 +8,741	+5%	+$1.44M	14.59%	1
2025 Q3	$27M	Buy	+166,109	New	+$26M	14.68%	1
2025 Q1	–	Sell	-137,610	Closed	-$19.7M	–	97
2024 Q4	$19.7M	Buy	137,610 +4,862	+4%	+$699K	14.95%	1
2024 Q3	$18.5M	Buy	132,748 +8,942	+7%	+$1.2M	14.3%	1
2024 Q2	$16.4M	Buy	123,806 +5,523	+5%	+$704K	14.05%	1
2024 Q1	$15.2M	Buy	118,283 +10,265	+10%	+$1.25M	14.09%	1
2023 Q4	$12.6M	Buy	+108,018	New	+$11.7M	13.65%	1

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sharp Financial Services's IYY Position: Q1 2026 in Review

Sharp Financial Services sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 174,850 shares — an estimated $29M sold.

Sharp Financial Services first reported a position in IYY in Q4 2023 and held it in 7 quarters. The position peaked at $29M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Sharp Financial Services reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
Sharp Financial Services sold 174,850 iShares Dow Jones US ETF shares in Q1 2026, an estimated $29M.
Sharp Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2023 and held it in 7 quarters.
Sharp Financial Services's iShares Dow Jones US ETF position peaked at $29M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.