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

SRH 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	$264K	Hold	1,450	–	–	0.07%	57
2026 Q1	$230K	Hold	1,450	–	–	0.07%	54
2025 Q4	$240K	Hold	1,450	–	–	0.07%	52
2025 Q3	$236K	Hold	1,450	–	–	0.07%	49
2025 Q2	$219K	Hold	1,450	–	–	0.07%	50
2025 Q1	$197K	Hold	1,450	–	–	0.06%	56
2024 Q4	$207K	Hold	1,450	–	–	0.06%	57
2024 Q3	$202K	Hold	1,450	–	–	0.06%	59
2024 Q2	$192K	Hold	1,450	–	–	0.06%	59
2024 Q1	$186K	Hold	1,450	–	–	0.06%	64
2023 Q4	$169K	Hold	1,450	–	–	0.06%	63
2023 Q3	$151K	Hold	1,450	–	–	0.07%	66
2023 Q2	$145K	Hold	1,450	–	–	0.08%	69
2023 Q1	$145K	Hold	1,450	–	–	0.08%	69
2022 Q4	$136K	Hold	1,450	–	–	0.08%	72
2022 Q3	$127K	Hold	1,450	–	–	0.17%	72
2022 Q2	$134K	Hold	1,450	–	–	0.17%	69
2022 Q1	$161K	Hold	1,450	–	–	0.18%	68
2021 Q4	$171K	Hold	1,450	–	–	0.19%	66
2021 Q3	$156K	Hold	1,450	–	–	0.19%	68
2021 Q2	$157K	Hold	1,450	–	–	0.2%	66
2021 Q1	$145K	Hold	1,450	–	–	0.21%	59
2020 Q4	$137K	Hold	1,450	–	–	0.23%	59
2020 Q3	$121K	Hold	1,450	–	–	0.23%	57
2020 Q2	$111K	Hold	1,450	–	–	0.28%	53
2020 Q1	$91K	Hold	1,450	–	–	0.25%	56
2019 Q4	$116K	Sell	1,450 -190	-12%	-$14.5K	0.37%	52
2019 Q3	$121K	Hold	1,640	–	–	0.41%	46
2019 Q2	$120K	Hold	1,640	–	–	0.41%	48
2019 Q1	$116K	Buy	+1,640	New	+$111K	0.41%	48
2018 Q4	–	Sell	-1,640	Closed	-$119K	–	277
2018 Q3	$119K	Sell	1,640 -130	-7%	-$9.29K	0.41%	49
2018 Q2	$121K	Hold	1,770	–	–	0.45%	49
2018 Q1	$117K	Hold	1,770	–	–	0.46%	47
2017 Q4	$118K	Sell	1,770 -100	-5%	-$6.52K	0.47%	47
2017 Q3	$118K	Hold	1,870	–	–	0.5%	46
2017 Q2	$113K	Hold	1,870	–	–	0.54%	40
2017 Q1	$111K	Hold	1,870	–	–	0.52%	40
2016 Q4	$105K	Sell	1,870 -670	-26%	-$36.7K	0.52%	44
2016 Q3	$138K	Hold	2,540	–	–	0.72%	35
2016 Q2	$133K	Hold	2,540	–	–	0.71%	36
2016 Q1	$130K	Hold	2,540	–	–	0.72%	35
2015 Q4	$130K	Hold	2,540	–	–	0.76%	34
2015 Q3	$123K	Hold	2,540	–	–	0.72%	36
2015 Q2	$132K	Hold	2,540	–	–	0.83%	32
2015 Q1	$133K	Hold	2,540	–	–	0.88%	31
2014 Q4	$132K	Hold	2,540	–	–	0.9%	27
2014 Q3	$126K	Hold	2,540	–	–	0.97%	24
2014 Q2	$126K	Hold	2,540	–	–	0.99%	25
2014 Q1	$120K	Buy	2,540 +1,900	+297%	+$88.4K	0.96%	27
2013 Q4	$30K	Buy	+640	New	+$28.7K	0.3%	58

Other funds holding IYY

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

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

SRH Advisors's IYY Position: Q2 2026 in Review

SRH Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,450 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #57.

SRH Advisors first reported a position in IYY in Q4 2013 and has held it in 50 quarters since. 119 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

SRH Advisors held 1,450 shares of iShares Dow Jones US ETF worth $264K as of Q2 2026.
SRH Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.07% of SRH Advisors's portfolio in Q2 2026, its #57 holding.
SRH Advisors first reported a position in iShares Dow Jones US ETF in Q4 2013 and has held it in 50 quarters since.
119 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.