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 Q2	$24.2K	Buy	+133	New	+$23.5K	﹤0.01%	483

Other funds holding IYY

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

ASL Financial Los Gatos, California $142M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $149M AUM

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Toth Financial Advisory's IYY Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 133 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

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

Toth Financial Advisory held 133 shares of iShares Dow Jones US ETF worth $24.2K as of Q2 2026.
iShares Dow Jones US ETF was a new Toth Financial Advisory position in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #483 holding.
51 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.