WBH Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

WBH Advisory’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	$273K	Hold	1,500	–	–	0.02%	329
2026 Q1	$239K	Hold	1,500	–	–	0.02%	330
2025 Q4	$249K	Hold	1,500	–	–	0.02%	316
2025 Q3	$244K	Hold	1,500	–	–	0.02%	316
2025 Q2	$226K	Hold	1,500	–	–	0.02%	317
2025 Q1	$204K	Hold	1,500	–	–	0.02%	317
2024 Q4	$215K	Hold	1,500	–	–	0.02%	304
2024 Q3	$209K	Buy	+1,500	New	+$202K	0.02%	316

Other funds holding IYY

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

SWM

Steinberganna Wealth Management Huntington, New York $246M AUM 32.5% 1-Year Est. Return

WBH Advisory's IYY Position: Q2 2026 in Review

WBH Advisory held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,500 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #329.

WBH Advisory first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

WBH Advisory held 1,500 shares of iShares Dow Jones US ETF worth $273K as of Q2 2026.
WBH Advisory left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #329 holding.
WBH Advisory first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.