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 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 $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

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

SIA

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

KFP

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

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

Wedmont Private Capital's IYY Position: Q2 2026 in Review

Wedmont Private Capital held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,363 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #821.

Wedmont Private Capital first reported a position in IYY in Q1 2023 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Wedmont Private Capital held 1,363 shares of iShares Dow Jones US ETF worth $251K as of Q2 2026.
Wedmont Private Capital left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #821 holding.
Wedmont Private Capital first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.