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SHP Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

SHP Wealth Management’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 		$56.1K Buy
354
+279
+372% +$46.2K ﹤0.01% 470
2025
Q4 		$12.4K Buy
+75
New +$12.3K ﹤0.01% 782

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SHP Wealth Management's IYY Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Dow Jones US ETF (IYY) stake by 372% in Q1 2026, buying an estimated $46.2K and bringing the position to 354 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

SHP Wealth Management first reported a position in IYY in Q4 2025 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • SHP Wealth Management held 354 shares of iShares Dow Jones US ETF worth $56.1K as of Q1 2026.
  • SHP Wealth Management bought 279 iShares Dow Jones US ETF shares in Q1 2026, an estimated $46.2K.
  • iShares Dow Jones US ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #470 holding.
  • SHP Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.