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Summit Wealth Group (Colorado)’s iShares Dow Jones US ETF IYY Stock Holding History

Summit Wealth Group (Colorado)’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 		$468K Buy
2,565
+5
+0.2% +$882 0.04% 225
2026
Q1 		$406K Buy
+2,560
New +$424K 0.04% 204

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

Summit Wealth Group (Colorado)'s IYY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Dow Jones US ETF (IYY) stake by 0.2% in Q2 2026, buying an estimated $882 and bringing the position to 2,565 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #225.

Summit Wealth Group (Colorado) first reported a position in IYY in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,565 shares of iShares Dow Jones US ETF worth $468K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 5 iShares Dow Jones US ETF shares in Q2 2026, an estimated $882.
  • iShares Dow Jones US ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #225 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Dow Jones US ETF in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.