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
Q3 		$6.69M Buy
35,579
+235
+0.7% +$43.5K 0.01% 926
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Dow Jones US ETF (IYY) stake by 0.66% in Q3 2026, buying an estimated $43.5K and bringing the position to 35,579 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #926.

Wealth Enhancement Advisory Services first reported a position in IYY in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.06M in Q4 2025. 18 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Wealth Enhancement Advisory Services held 35,579 shares of iShares Dow Jones US ETF worth $6.69M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 235 iShares Dow Jones US ETF shares in Q3 2026, an estimated $43.5K.
  • iShares Dow Jones US ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #926 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares Dow Jones US ETF position peaked at $9.06M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.