Wealth Enhancement Advisory Services

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

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

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $149M AUM

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return