Sovereign Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Sovereign Financial 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 Q1	$591K	Sell	3,732 -34	-0.9%	-$5.63K	0.1%	180
2025 Q4	$624K	Hold	3,766	–	–	0.11%	162
2025 Q3	$612K	Hold	3,766	–	–	0.11%	160
2025 Q2	$568K	Sell	3,766 -208	-5%	-$29K	0.12%	155
2025 Q1	$541K	Hold	3,974	–	–	0.12%	148
2024 Q4	$569K	Sell	3,974 -104	-3%	-$15K	0.13%	145
2024 Q3	$569K	Sell	4,078 -104	-2%	-$14K	0.13%	144
2024 Q2	$553K	Hold	4,182	–	–	0.14%	138
2024 Q1	$536K	Hold	4,182	–	–	0.14%	143
2023 Q4	$487K	Buy	+4,182	New	+$455K	0.15%	140

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sovereign Financial Group's IYY Position: Q1 2026 in Review

Sovereign Financial Group reduced its iShares Dow Jones US ETF (IYY) stake by 0.9% in Q1 2026, selling an estimated $5.63K and leaving 3,732 shares worth $591K. The position accounts for 0.1% of the portfolio, ranked #180.

Sovereign Financial Group first reported a position in IYY in Q4 2023 and has held it in 10 quarters since. The position peaked at $624K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Sovereign Financial Group held 3,732 shares of iShares Dow Jones US ETF worth $591K as of Q1 2026.
Sovereign Financial Group sold 34 iShares Dow Jones US ETF shares in Q1 2026, an estimated $5.63K.
iShares Dow Jones US ETF made up 0.1% of Sovereign Financial Group's portfolio in Q1 2026, its #180 holding.
Sovereign Financial Group first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 10 quarters since.
Sovereign Financial Group's iShares Dow Jones US ETF position peaked at $624K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.