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Sound Income Strategies’s iShares Dow Jones US ETF IYY Stock Holding History

Sound Income Strategies’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 		– Sell
-20
Closed -$3.21K – 1456
2026
Q1 		$3.21K Sell
20
-464
-96% -$76.8K ﹤0.01% 2011
2025
Q4 		$81.5K Buy
484
+1
+0.2% +$165 ﹤0.01% 639
2025
Q3 		$79K Buy
483
+1
+0.2% +$156 ﹤0.01% 455
2025
Q2 		$72.7K Buy
482
+21
+5% +$2.92K ﹤0.01% 451
2025
Q1 		$62.8K Buy
+461
New +$66.1K ﹤0.01% 465

Other funds holding IYY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's IYY Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Dow Jones US ETF (IYY) in Q2 2026, closing a stake of 20 shares — an estimated $3.21K sold.

Sound Income Strategies first reported a position in IYY in Q1 2025 and held it in 5 quarters. The position peaked at $81.5K in Q4 2025. 235 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Dow Jones US ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 20 iShares Dow Jones US ETF shares in Q2 2026, an estimated $3.21K.
  • Sound Income Strategies first reported a position in iShares Dow Jones US ETF in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's iShares Dow Jones US ETF position peaked at $81.5K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.