Silver Oak Advisory Group’s iShares Dow Jones US ETF IYY Stock Holding History

Silver Oak Advisory Group’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	$426K	Hold	2,339	–	–	0.17%	53
2026 Q1	$370K	Sell	2,339 -77	-3%	-$12.7K	0.16%	52
2025 Q4	$400K	Sell	2,416 -123	-5%	-$20.2K	0.18%	48
2025 Q3	$412K	Sell	2,539 -77	-3%	-$12K	0.19%	49
2025 Q2	$394K	Hold	2,616	–	–	0.19%	49
2025 Q1	$356K	Sell	2,616 -136	-5%	-$19.5K	0.19%	48
2024 Q4	$393K	Hold	2,752	–	–	0.21%	43
2024 Q3	$384K	Buy	2,752 +78	+3%	+$10.5K	0.2%	47
2024 Q2	$353K	Hold	2,674	–	–	0.2%	48
2024 Q1	$343K	Sell	2,674 -227	-8%	-$27.6K	0.19%	49
2023 Q4	$338K	Hold	2,901	–	–	0.2%	46
2023 Q3	$303K	Hold	2,901	–	–	0.2%	46
2023 Q2	$314K	Hold	2,901	–	–	0.21%	42
2023 Q1	$290K	Hold	2,901	–	–	0.19%	42
2022 Q4	$271K	Hold	2,901	–	–	0.19%	42
2022 Q3	$254K	Hold	2,901	–	–	0.19%	41
2022 Q2	$268K	Hold	2,901	–	–	0.19%	43
2022 Q1	$323K	Hold	2,901	–	–	0.21%	39
2021 Q4	$342K	Buy	+2,901	New	+$333K	0.22%	37

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

Silver Oak Advisory Group's IYY Position: Q2 2026 in Review

Silver Oak Advisory Group held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,339 shares worth $426K. The position accounts for 0.17% of the portfolio, ranked #53.

Silver Oak Advisory Group first reported a position in IYY in Q4 2021 and has held it in 19 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Silver Oak Advisory Group held 2,339 shares of iShares Dow Jones US ETF worth $426K as of Q2 2026.
Silver Oak Advisory Group left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.17% of Silver Oak Advisory Group's portfolio in Q2 2026, its #53 holding.
Silver Oak Advisory Group first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 19 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.