Toth Financial Advisory
IYY icon

Toth Financial Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-133
Closed -$24.2K – 1061
2026
Q2 		$24.2K Buy
+133
New +$23.5K ﹤0.01% 483

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AF
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Toth Financial Advisory's IYY Position: Q3 2026 in Review

Toth Financial Advisory sold out of iShares Dow Jones US ETF (IYY) in Q3 2026, closing a stake of 133 shares — an estimated $24.2K sold.

Toth Financial Advisory first reported a position in IYY in Q2 2026 and held it in 1 quarter. The position peaked at $24.2K in Q2 2026. 69 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Toth Financial Advisory reported no remaining iShares Dow Jones US ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 133 iShares Dow Jones US ETF shares in Q3 2026, an estimated $24.2K.
  • Toth Financial Advisory first reported a position in iShares Dow Jones US ETF in Q2 2026 and held it in 1 quarter.
  • Toth Financial Advisory's iShares Dow Jones US ETF position peaked at $24.2K in Q2 2026.
  • 69 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.