Wedmont Private Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Wedmont Private Capital’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	$1.23M	Buy	6,524 +5,161	+379%	+$955K	0.03%	333
2026 Q2	$251K	Hold	1,363	–	–	0.01%	821
2026 Q1	$224K	Hold	1,363	–	–	0.01%	770
2025 Q4	$229K	Hold	1,363	–	–	0.01%	737
2025 Q3	$222K	Hold	1,363	–	–	0.01%	721
2025 Q2	$208K	Buy	+1,363	New	+$190K	0.01%	709
2023 Q2	–	Sell	-2,115	Closed	-$211K	–	509
2023 Q1	$211K	Buy	+2,115	New	+$207K	0.03%	433

Other funds holding IYY

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

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

Wedmont Private Capital's IYY Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Dow Jones US ETF (IYY) stake by 379% in Q3 2026, buying an estimated $955K and bringing the position to 6,524 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #333.

Wedmont Private Capital first reported a position in IYY in Q1 2023 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Wedmont Private Capital held 6,524 shares of iShares Dow Jones US ETF worth $1.23M as of Q3 2026.
Wedmont Private Capital bought 5,161 iShares Dow Jones US ETF shares in Q3 2026, an estimated $955K.
iShares Dow Jones US ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #333 holding.
Wedmont Private Capital first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.