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 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

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

Signal Advisors Wealth's IYY Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares Dow Jones US ETF (IYY) stake by 0.46% in Q2 2026, buying an estimated $2.82K and bringing the position to 3,529 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #365.

Signal Advisors Wealth first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $738K in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Signal Advisors Wealth held 3,529 shares of iShares Dow Jones US ETF worth $643K as of Q2 2026.
Signal Advisors Wealth bought 16 iShares Dow Jones US ETF shares in Q2 2026, an estimated $2.82K.
iShares Dow Jones US ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #365 holding.
Signal Advisors Wealth first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
Signal Advisors Wealth's iShares Dow Jones US ETF position peaked at $738K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.