Advisory Services Network’s iShares Dow Jones US ETF IYY Stock Holding History

Advisory Services Network’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	$568K	Sell	3,113 -70	-2%	-$12.3K	0.01%	1334
2026 Q1	$504K	Sell	3,183 -1,320	-29%	-$218K	0.01%	1278
2025 Q4	$747K	Sell	4,503 -737	-14%	-$121K	0.01%	1024
2025 Q3	$851K	Buy	5,240 +705	+16%	+$110K	0.01%	951
2025 Q2	$700K	Buy	4,535 +374	+9%	+$52.1K	0.01%	1000
2025 Q1	$566K	Buy	4,161 +1,461	+54%	+$210K	0.01%	995
2024 Q4	$386K	Buy	2,700 +283	+12%	+$40.7K	0.01%	1161
2024 Q3	$320K	Hold	2,417	–	–	0.01%	1185
2024 Q2	$320K	Buy	2,417 +841	+53%	+$107K	0.01%	1185
2024 Q1	$202K	Buy	1,576 +58	+4%	+$7.06K	﹤0.01%	1342
2023 Q4	$177K	Buy	+1,518	New	+$165K	﹤0.01%	1347
2023 Q2	–	Sell	-261	Closed	-$26.1K	–	2557
2023 Q1	$26.1K	Hold	261	–	–	﹤0.01%	2389
2022 Q4	$24.4K	Buy	+261	New	+$24.5K	﹤0.01%	2359
2022 Q1	–	Sell	-5,233	Closed	-$617K	–	1501
2021 Q4	$617K	Buy	5,233 +3,083	+143%	+$354K	0.02%	790
2021 Q3	$232K	Buy	+2,150	New	+$238K	0.01%	1208
2019 Q4	–	Sell	-60	Closed	-$4K	–	3168
2019 Q3	$4K	Hold	60	–	–	﹤0.01%	2475
2019 Q2	$4K	Sell	60 -12	-17%	-$862	﹤0.01%	2473
2019 Q1	$5K	Hold	72	–	–	﹤0.01%	2090
2018 Q4	$4K	Buy	72 +12	+20%	+$807	﹤0.01%	2122
2018 Q3	$4K	Hold	60	–	–	﹤0.01%	2148
2018 Q2	$4K	Hold	60	–	–	﹤0.01%	2107
2018 Q1	$4K	Buy	+60	New	+$4.1K	﹤0.01%	2207
2016 Q3	$13K	Buy	+244	New	+$13.2K	﹤0.01%	1234

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

Advisory Services Network's IYY Position: Q2 2026 in Review

Advisory Services Network reduced its iShares Dow Jones US ETF (IYY) stake by 2.2% in Q2 2026, selling an estimated $12.3K and leaving 3,113 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1334.

Advisory Services Network first reported a position in IYY in Q3 2016 and has held it in 23 quarters since. The position peaked at $851K in Q3 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Advisory Services Network held 3,113 shares of iShares Dow Jones US ETF worth $568K as of Q2 2026.
Advisory Services Network sold 70 iShares Dow Jones US ETF shares in Q2 2026, an estimated $12.3K.
iShares Dow Jones US ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1334 holding.
Advisory Services Network first reported a position in iShares Dow Jones US ETF in Q3 2016 and has held it in 23 quarters since.
Advisory Services Network's iShares Dow Jones US ETF position peaked at $851K in Q3 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.