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Three Bearings Fiduciary Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Three Bearings Fiduciary 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 		$30.6K Hold
168
– – 0.03% 90
2026
Q1 		$26.6K Hold
168
– – 0.03% 93
2025
Q4 		$28.2K Buy
+168
New +$27.6K 0.03% 95

Other funds holding IYY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
SWM
Steinberganna Wealth Management Huntington, New York $246M AUM 32.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IYY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 168 shares worth $30.6K. The position accounts for 0.03% of the portfolio, ranked #90.

Three Bearings Fiduciary Advisors first reported a position in IYY in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 168 shares of iShares Dow Jones US ETF worth $30.6K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.03% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #90 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.