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 Q2	$1M	Hold	5,500	–	–	0.37%	37
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

V2 Financial group's IYY Position: Q2 2026 in Review

V2 Financial group held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 5,500 shares worth $1M. The position accounts for 0.37% of the portfolio, ranked #37.

V2 Financial group first reported a position in IYY in Q4 2020 and has held it in 23 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

V2 Financial group held 5,500 shares of iShares Dow Jones US ETF worth $1M as of Q2 2026.
V2 Financial group left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.37% of V2 Financial group's portfolio in Q2 2026, its #37 holding.
V2 Financial group first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 23 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.