West Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

West Financial Advisors’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	$26.6K	Hold	146	–	–	﹤0.01%	125
2026 Q1	$23.1K	Hold	146	–	–	﹤0.01%	123
2025 Q4	$24.2K	Hold	146	–	–	﹤0.01%	122
2025 Q3	$23.7K	Sell	146 -14	-9%	-$2.19K	﹤0.01%	129
2025 Q2	$24.1K	Hold	160	–	–	﹤0.01%	133
2025 Q1	$21.8K	Hold	160	–	–	﹤0.01%	131
2024 Q4	$22.9K	Hold	160	–	–	﹤0.01%	130
2024 Q3	$22.3K	Hold	160	–	–	﹤0.01%	123
2024 Q2	$21.2K	Hold	160	–	–	﹤0.01%	105
2024 Q1	$20.5K	Hold	160	–	–	﹤0.01%	105
2023 Q4	$18.6K	Hold	160	–	–	﹤0.01%	109
2023 Q3	$16.7K	Hold	160	–	–	﹤0.01%	117
2023 Q2	$17.3K	Buy	+160	New	+$16.4K	﹤0.01%	114

Other funds holding IYY

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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