Wealth Enhancement Advisory Services
IYY icon

Wealth Enhancement Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.5M Sell
35,344
-1,034
-3% -$182K 0.01% 862
2026
Q1 		$5.81M Sell
36,378
-17,388
-32% -$2.88M 0.01% 832
2025
Q4 		$9.06M Sell
53,766
-203
-0.4% -$33.4K 0.01% 732
2025
Q3 		$8.8M Buy
53,969
+1,010
+2% +$158K 0.01% 705
2025
Q2 		$8.09M Buy
52,959
+1,145
+2% +$159K 0.01% 709
2025
Q1 		$7.05M Buy
51,814
+3,756
+8% +$539K 0.01% 707
2024
Q4 		$6.88M Sell
48,058
-196
-0.4% -$28.2K 0.01% 691
2024
Q3 		$6.74M Sell
48,254
-301
-0.6% -$40.5K 0.01% 636
2024
Q2 		$6.42M Buy
48,555
+8,682
+22% +$1.11M 0.02% 619
2024
Q1 		$5.11M Buy
39,873
+3,948
+11% +$481K 0.01% 653
2023
Q4 		$4.19M Buy
35,925
+524
+1% +$57K 0.01% 656
2023
Q3 		$3.7M Buy
+35,401
New +$3.85M 0.01% 659

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

Wealth Enhancement Advisory Services's IYY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Dow Jones US ETF (IYY) stake by 2.8% in Q2 2026, selling an estimated $182K and leaving 35,344 shares worth $6.5M. The position accounts for 0.01% of the portfolio, ranked #862.

Wealth Enhancement Advisory Services first reported a position in IYY in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.06M in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 35,344 shares of iShares Dow Jones US ETF worth $6.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,034 iShares Dow Jones US ETF shares in Q2 2026, an estimated $182K.
  • iShares Dow Jones US ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #862 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Dow Jones US ETF position peaked at $9.06M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.