Vise Technologies’s iShares Dow Jones US ETF IYY Stock Holding History

Vise Technologies’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 Q3	$716K	Buy	+3,860	New	+$714K	0.01%	1168

Other funds holding IYY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies's IYY Position: Q3 2026 in Review

Vise Technologies opened a new position in iShares Dow Jones US ETF (IYY) in Q3 2026: 3,860 shares worth $716K. The stake represents 0.01% of the portfolio and ranks #1168 among its holdings.

154 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Vise Technologies held 3,860 shares of iShares Dow Jones US ETF worth $716K as of Q3 2026.
iShares Dow Jones US ETF was a new Vise Technologies position in Q3 2026.
iShares Dow Jones US ETF made up 0.01% of Vise Technologies's portfolio in Q3 2026, its #1168 holding.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.