V2 Financial group’s iShares Dow Jones US ETF IYY Stock Holding History

V2 Financial group’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	$871K	Sell	5,500 -300	-5%	-$49.6K	0.41%	41
2025 Q4	$962K	Hold	5,800	–	–	0.47%	34
2025 Q3	$942K	Hold	5,800	–	–	0.52%	28
2025 Q2	$875K	Hold	5,800	–	–	0.53%	25
2025 Q1	$789K	Hold	5,800	–	–	0.51%	34
2024 Q4	$830K	Hold	5,800	–	–	0.5%	33
2024 Q3	$810K	Hold	5,800	–	–	0.52%	32
2024 Q2	$771K	Hold	5,800	–	–	0.52%	30
2024 Q1	$743K	Hold	5,800	–	–	0.51%	30
2023 Q4	$676K	Hold	5,800	–	–	0.47%	32
2023 Q3	$606K	Hold	5,800	–	–	0.45%	34
2023 Q2	$628K	Hold	5,800	–	–	0.45%	32
2023 Q1	$580K	Hold	5,800	–	–	0.42%	33
2022 Q4	$542K	Hold	5,800	–	–	0.43%	33
2022 Q3	$509K	Buy	5,800 +500	+9%	+$48.7K	0.45%	33
2022 Q2	$489K	Hold	5,300	–	–	0.39%	35
2022 Q1	$590K	Hold	5,300	–	–	0.45%	37
2021 Q4	$625K	Hold	5,300	–	–	0.48%	42
2021 Q3	$572K	Hold	5,300	–	–	0.49%	35
2021 Q2	$572K	Hold	5,300	–	–	0.49%	35
2021 Q1	$529K	Sell	5,300 -400	-7%	-$39K	0.48%	35
2020 Q4	$538K	Buy	+5,700	New	+$507K	0.54%	31

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 $31B AUM 28.39% 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

V2 Financial group's IYY Position: Q1 2026 in Review

V2 Financial group reduced its iShares Dow Jones US ETF (IYY) stake by 5.2% in Q1 2026, selling an estimated $49.6K and leaving 5,500 shares worth $871K. The position accounts for 0.41% of the portfolio, ranked #41.

V2 Financial group first reported a position in IYY in Q4 2020 and has held it in 22 quarters since. The position peaked at $962K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

V2 Financial group held 5,500 shares of iShares Dow Jones US ETF worth $871K as of Q1 2026.
V2 Financial group sold 300 iShares Dow Jones US ETF shares in Q1 2026, an estimated $49.6K.
iShares Dow Jones US ETF made up 0.41% of V2 Financial group's portfolio in Q1 2026, its #41 holding.
V2 Financial group first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's iShares Dow Jones US ETF position peaked at $962K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.