Signal Advisors Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Signal Advisors Wealth’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	$654K	Sell	3,528 -1	-0%	-$185	0.03%	395
2026 Q2	$643K	Buy	3,529 +16	+0.5%	+$2.82K	0.03%	365
2026 Q1	$557K	Sell	3,513 -939	-21%	-$155K	0.04%	348
2025 Q4	$738K	Buy	4,452 +684	+18%	+$113K	0.06%	242
2025 Q3	$612K	Buy	+3,768	New	+$590K	0.06%	245
2025 Q2	–	Sell	-2,364	Closed	-$322K	–	512
2025 Q1	$322K	Sell	2,364 -581	-20%	-$83.4K	0.03%	356
2024 Q4	$421K	Buy	+2,945	New	+$424K	0.05%	286

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

FFA

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Signal Advisors Wealth's IYY Position: Q3 2026 in Review

Signal Advisors Wealth reduced its iShares Dow Jones US ETF (IYY) stake by 0.03% in Q3 2026, selling an estimated $185 and leaving 3,528 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #395.

Signal Advisors Wealth first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $738K in Q4 2025. 20 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Signal Advisors Wealth held 3,528 shares of iShares Dow Jones US ETF worth $654K as of Q3 2026.
Signal Advisors Wealth sold 1 iShares Dow Jones US ETF share in Q3 2026, an estimated $185.
iShares Dow Jones US ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q3 2026, its #395 holding.
Signal Advisors Wealth first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
Signal Advisors Wealth's iShares Dow Jones US ETF position peaked at $738K in Q4 2025.
20 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.