Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IYYIYY
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES DOW JONES U.S. ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 35,344 shares of IYY (ISHARES DOW JONES U.S. ETF), worth $6.5M as of 2026-Q2. The position was decreased (-2.8% shares). IYY represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$6.5M

Current Shares

35,344

Total Value Change

+$2.8M

Total Shares Change

-57

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
35,344
-2.8%
$6.5M0.0%$182.28
0
2026-Q1
Decreased
36,378
-32.3%
$5.8M0.0%$165.52
0
2025-Q4
Decreased
53,766
-0.4%
$9.1M0.0%$167.06
0
2025-Q3
Increased
53,969
+1.9%
$8.8M0.0%$161.42
28
2025-Q2
Increased
52,959
+2.2%
$8.1M0.0%$149.22
28
2025-Q1
Increased
51,814
+7.8%
$7.1M0.0%$134.35
30
2024-Q4
Decreased
48,058
-0.4%
$6.9M0.0%$142.16
0
2024-Q3
Decreased
48,254
-0.6%
$6.7M0.0%$137.24
0
2024-Q2
Increased
48,555
+21.8%
$6.4M0.0%$130.17
33
2024-Q1
Increased
39,873
+11.0%
$5.1M0.0%$125.71
30
2023-Q4
Increased
35,925
+1.5%
$4.2M0.0%$114.07
27
2023-Q3
New
35,401
-
$3.7M0.0%$101.87
37

Other major holders of IYY: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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