Targeted Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Targeted Financial Services’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	$217K	Buy	+1,193	New	+$210K	0.16%	58

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Targeted Financial Services's IYY Position: Q2 2026 in Review

Targeted Financial Services opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,193 shares worth $217K. The stake represents 0.16% of the portfolio and ranks #58 among its holdings.

293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Targeted Financial Services held 1,193 shares of iShares Dow Jones US ETF worth $217K as of Q2 2026.
iShares Dow Jones US ETF was a new Targeted Financial Services position in Q2 2026.
iShares Dow Jones US ETF made up 0.16% of Targeted Financial Services's portfolio in Q2 2026, its #58 holding.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.