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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
Q2 		$249K Hold
1,365
– – 0.03% 292
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tyche Wealth Partners's IYY Position: Q2 2026 in Review

Tyche Wealth Partners held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,365 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #292.

Tyche Wealth Partners first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Tyche Wealth Partners held 1,365 shares of iShares Dow Jones US ETF worth $249K as of Q2 2026.
  • Tyche Wealth Partners left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.03% of Tyche Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Tyche Wealth Partners first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.