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

Stratos Wealth 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 		$2.31M Sell
12,671
-527
-4% -$93K 0.13% 160
2026
Q1 		$2.09M Sell
13,198
-928
-7% -$154K 0.13% 166
2025
Q4 		$2.34M Sell
14,126
-321
-2% -$52.8K 0.11% 195
2025
Q3 		$2.35M Sell
14,447
-327
-2% -$51.2K 0.11% 192
2025
Q2 		$2.23M Sell
14,774
-61
-0.4% -$8.5K 0.12% 185
2025
Q1 		$2.02M Sell
14,835
-361
-2% -$51.8K 0.11% 178
2024
Q4 		$2.17M Sell
15,196
-5,572
-27% -$801K 0.1% 199
2024
Q3 		$2.9M Buy
20,768
+298
+1% +$40.1K 0.13% 167
2024
Q2 		$2.71M Buy
20,470
+8,270
+68% +$1.05M 0.13% 159
2024
Q1 		$1.56M Buy
12,200
+5,394
+79% +$657K 0.09% 236
2023
Q4 		$793K Buy
6,806
+3,071
+82% +$334K 0.05% 372
2023
Q3 		$390K Buy
3,735
+936
+33% +$102K 0.03% 471
2023
Q2 		$303K Buy
2,799
+187
+7% +$19.1K 0.02% 508
2023
Q1 		$261K Buy
+2,612
New +$255K 0.02% 520

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stratos Wealth Advisors's IYY Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 4% in Q2 2026, selling an estimated $93K and leaving 12,671 shares worth $2.31M. The position accounts for 0.13% of the portfolio, ranked #160.

Stratos Wealth Advisors first reported a position in IYY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.9M in Q3 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Stratos Wealth Advisors held 12,671 shares of iShares Dow Jones US ETF worth $2.31M as of Q2 2026.
  • Stratos Wealth Advisors sold 527 iShares Dow Jones US ETF shares in Q2 2026, an estimated $93K.
  • iShares Dow Jones US ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Stratos Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 14 quarters since.
  • Stratos Wealth Advisors's iShares Dow Jones US ETF position peaked at $2.9M in Q3 2024.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.