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

SkyOak 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
Q1 		$591K Hold
3,730
– – 0.11% 115
2025
Q4 		$618K Sell
3,730
-160
-4% -$26.3K 0.11% 111
2025
Q3 		$632K Hold
3,890
– – 0.12% 107
2025
Q2 		$587K Buy
3,890
+1,575
+68% +$219K 0.12% 115
2025
Q1 		$315K Hold
2,315
– – 0.07% 162
2024
Q4 		$331K Buy
+2,315
New +$333K 0.07% 161

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 $377B AUM 19.32% 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 $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

SkyOak Wealth's IYY Position: Q1 2026 in Review

SkyOak Wealth held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 3,730 shares worth $591K. The position accounts for 0.11% of the portfolio, ranked #115.

SkyOak Wealth first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $632K in Q3 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • SkyOak Wealth held 3,730 shares of iShares Dow Jones US ETF worth $591K as of Q1 2026.
  • SkyOak Wealth left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.11% of SkyOak Wealth's portfolio in Q1 2026, its #115 holding.
  • SkyOak Wealth first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
  • SkyOak Wealth's iShares Dow Jones US ETF position peaked at $632K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.