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SP Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

SP Asset Management’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 		$412K Buy
2,262
+4
+0.2% +$706 0.03% 102
2026
Q1 		$358K Buy
2,258
+5
+0.2% +$827 0.03% 97
2025
Q4 		$374K Buy
2,253
+7
+0.3% +$1.15K 0.03% 102
2025
Q3 		$365K Buy
2,246
+5
+0.2% +$782 0.03% 104
2025
Q2 		$338K Buy
2,241
+6
+0.3% +$836 0.03% 104
2025
Q1 		$304K Buy
2,235
+5
+0.2% +$717 0.03% 101
2024
Q4 		$319K Buy
2,230
+7
+0.3% +$1.01K 0.03% 101
2024
Q3 		$310K Buy
2,223
+7
+0.3% +$942 0.03% 105
2024
Q2 		$293K Buy
+2,216
New +$283K 0.03% 107

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 22.94% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
SWM
Steinberganna Wealth Management Huntington, New York $246M AUM 32.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SP Asset Management's IYY Position: Q2 2026 in Review

SP Asset Management increased its iShares Dow Jones US ETF (IYY) stake by 0.18% in Q2 2026, buying an estimated $706 and bringing the position to 2,262 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #102.

SP Asset Management first reported a position in IYY in Q2 2024 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • SP Asset Management held 2,262 shares of iShares Dow Jones US ETF worth $412K as of Q2 2026.
  • SP Asset Management bought 4 iShares Dow Jones US ETF shares in Q2 2026, an estimated $706.
  • iShares Dow Jones US ETF made up 0.03% of SP Asset Management's portfolio in Q2 2026, its #102 holding.
  • SP Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2024 and has held it in 9 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.