Tyche Wealth Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Tyche Wealth Partners’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 Q1	$216K	Hold	1,365	–	–	0.03%	323
2025 Q4	$226K	Hold	1,365	–	–	0.04%	303
2025 Q3	$222K	Sell	1,365 -250	-15%	-$39.1K	0.04%	280
2025 Q2	$244K	Buy	1,615 +45	+3%	+$6.27K	0.05%	251
2025 Q1	$214K	Hold	1,570	–	–	0.05%	264
2024 Q4	$225K	Buy	1,570 +21	+1%	+$3.02K	0.05%	266
2024 Q3	$216K	Buy	+1,549	New	+$208K	0.05%	259

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Tyche Wealth Partners's IYY Position: Q1 2026 in Review

Tyche Wealth Partners held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,365 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #323.

Tyche Wealth Partners first reported a position in IYY in Q3 2024 and has held it in 7 quarters since. The position peaked at $244K in Q2 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Tyche Wealth Partners held 1,365 shares of iShares Dow Jones US ETF worth $216K as of Q1 2026.
Tyche Wealth Partners left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.03% of Tyche Wealth Partners's portfolio in Q1 2026, its #323 holding.
Tyche Wealth Partners first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 7 quarters since.
Tyche Wealth Partners's iShares Dow Jones US ETF position peaked at $244K in Q2 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.