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

SOA Wealth Advisors’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	$6.93K	Hold	38	–	–	﹤0.01%	663
2026 Q1	$6.02K	Hold	38	–	–	﹤0.01%	641
2025 Q4	$6.3K	Hold	38	–	–	﹤0.01%	644
2025 Q3	$6.17K	Hold	38	–	–	﹤0.01%	654
2025 Q2	$5.73K	Hold	38	–	–	﹤0.01%	644
2025 Q1	$5.17K	Hold	38	–	–	﹤0.01%	630
2024 Q4	$5.44K	Hold	38	–	–	﹤0.01%	612
2024 Q3	$5.3K	Hold	38	–	–	﹤0.01%	600
2024 Q2	$5.03K	Hold	38	–	–	﹤0.01%	603
2024 Q1	$4.87K	Hold	38	–	–	﹤0.01%	613
2023 Q4	$4.43K	Hold	38	–	–	﹤0.01%	614
2023 Q3	$3.97K	Hold	38	–	–	﹤0.01%	650
2023 Q2	$4.12K	Hold	38	–	–	﹤0.01%	648
2023 Q1	$3.8K	Hold	38	–	–	﹤0.01%	659
2022 Q4	$3.55K	Hold	38	–	–	﹤0.01%	668
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	663
2022 Q2	$3K	Hold	38	–	–	﹤0.01%	644
2022 Q1	$4K	Hold	38	–	–	﹤0.01%	715
2021 Q4	$4K	Hold	38	–	–	﹤0.01%	692
2021 Q3	$4K	Hold	38	–	–	﹤0.01%	709
2021 Q2	$4K	Hold	38	–	–	﹤0.01%	691
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	677
2020 Q4	$3K	Buy	+38	New	+$3.38K	﹤0.01%	664

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

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

SOA Wealth Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 38 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

SOA Wealth Advisors first reported a position in IYY in Q4 2020 and has held it in 23 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

SOA Wealth Advisors held 38 shares of iShares Dow Jones US ETF worth $6.93K as of Q2 2026.
SOA Wealth Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #663 holding.
SOA Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 23 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.