Yoder Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Yoder Wealth Management’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	$399K	Hold	2,190	–	–	0.16%	83
2026 Q1	$347K	Hold	2,190	–	–	0.16%	81
2025 Q4	$363K	Hold	2,190	–	–	0.17%	80
2025 Q3	$356K	Hold	2,190	–	–	0.17%	77
2025 Q2	$330K	Hold	2,190	–	–	0.17%	79
2025 Q1	$298K	Hold	2,190	–	–	0.17%	81
2024 Q4	$313K	Hold	2,190	–	–	0.17%	79
2024 Q3	$306K	Hold	2,190	–	–	0.18%	82
2024 Q2	$290K	Hold	2,190	–	–	0.19%	79
2024 Q1	$281K	Hold	2,190	–	–	0.18%	80
2023 Q4	$255K	Hold	2,190	–	–	0.18%	81
2023 Q3	$229K	Hold	2,190	–	–	0.19%	70
2023 Q2	$237K	Hold	2,190	–	–	0.19%	68
2023 Q1	$219K	Buy	+2,190	New	+$214K	0.18%	65

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

Yoder Wealth Management's IYY Position: Q2 2026 in Review

Yoder Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,190 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #83.

Yoder Wealth Management first reported a position in IYY in Q1 2023 and has held it in 14 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Yoder Wealth Management held 2,190 shares of iShares Dow Jones US ETF worth $399K as of Q2 2026.
Yoder Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.16% of Yoder Wealth Management's portfolio in Q2 2026, its #83 holding.
Yoder Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 14 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.