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Triumph Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

Triumph Capital Management’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 		$104K Hold
573
– – 0.02% 478
2026
Q1 		$90.8K Hold
573
– – 0.02% 475
2025
Q4 		$95K Buy
+573
New +$94.3K 0.02% 445

Other funds holding IYY

AC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $142M AUM
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SIA
Sage Investment Advisers Wappingers Falls, New York $149M AUM
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Triumph Capital Management's IYY Position: Q2 2026 in Review

Triumph Capital Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 573 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #478.

Triumph Capital Management first reported a position in IYY in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Triumph Capital Management held 573 shares of iShares Dow Jones US ETF worth $104K as of Q2 2026.
  • Triumph Capital Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #478 holding.
  • Triumph Capital Management first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.