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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Stratos Wealth Advisors's IYY Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 6.6% in Q1 2026, selling an estimated $154K and leaving 13,198 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #166.

Stratos Wealth Advisors first reported a position in IYY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.9M in Q3 2024. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Stratos Wealth Advisors held 13,198 shares of iShares Dow Jones US ETF worth $2.09M as of Q1 2026.
  • Stratos Wealth Advisors sold 928 iShares Dow Jones US ETF shares in Q1 2026, an estimated $154K.
  • iShares Dow Jones US ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q1 2026, its #166 holding.
  • Stratos Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 13 quarters since.
  • Stratos Wealth Advisors's iShares Dow Jones US ETF position peaked at $2.9M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.