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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

West Financial Advisors's IYY Position: Q2 2026 in Review

West Financial Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 146 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

West Financial Advisors first reported a position in IYY in Q2 2023 and has held it in 13 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

West Financial Advisors held 146 shares of iShares Dow Jones US ETF worth $26.6K as of Q2 2026.
West Financial Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #125 holding.
West Financial Advisors first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 13 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.