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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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