SP Asset Management
IYY icon

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
Q3 		$420K Buy
2,267
+5
+0.2% +$925 0.03% 101
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SP Asset Management's IYY Position: Q3 2026 in Review

SP Asset Management increased its iShares Dow Jones US ETF (IYY) stake by 0.22% in Q3 2026, buying an estimated $925 and bringing the position to 2,267 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #101.

SP Asset Management first reported a position in IYY in Q2 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • SP Asset Management held 2,267 shares of iShares Dow Jones US ETF worth $420K as of Q3 2026.
  • SP Asset Management bought 5 iShares Dow Jones US ETF shares in Q3 2026, an estimated $925.
  • iShares Dow Jones US ETF made up 0.03% of SP Asset Management's portfolio in Q3 2026, its #101 holding.
  • SP Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2024 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.