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

AE 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 		$531K Sell
2,911
-481
-14% -$84.9K ﹤0.01% 1198
2026
Q1 		$538K Sell
3,392
-520
-13% -$86K ﹤0.01% 1078
2025
Q4 		$649K Sell
3,912
-249
-6% -$41K ﹤0.01% 952
2025
Q3 		$676K Sell
4,161
-672
-14% -$105K ﹤0.01% 865
2025
Q2 		$729K Sell
4,833
-264
-5% -$36.8K 0.01% 805
2025
Q1 		$694K Sell
5,097
-1,871
-27% -$268K 0.01% 821
2024
Q4 		$997K Buy
6,968
+864
+14% +$124K 0.01% 696
2024
Q3 		$852K Buy
6,104
+4,067
+200% +$547K 0.01% 739
2024
Q2 		$270K Sell
2,037
-32
-2% -$4.08K ﹤0.01% 1067
2024
Q1 		$265K Sell
2,069
-4,971
-71% -$605K ﹤0.01% 999
2023
Q4 		$838K Sell
7,040
-1,873
-21% -$204K ﹤0.01% 1220
2023
Q3 		$931K Buy
8,913
+6,868
+336% +$747K 0.01% 1123
2023
Q2 		$222K Sell
2,045
-300
-13% -$30.7K ﹤0.01% 1707
2023
Q1 		$235K Buy
+2,345
New +$229K ﹤0.01% 1664
2022
Q3 		– Sell
-2,479
Closed -$229K – 1809
2022
Q2 		$229K Buy
+2,479
New +$249K ﹤0.01% 1548
2022
Q1 		– Sell
-2,249
Closed -$265K – 1747
2021
Q4 		$265K Buy
2,249
+175
+8% +$20.1K ﹤0.01% 1496
2021
Q3 		$224K Sell
2,074
-247
-11% -$27.4K ﹤0.01% 1488
2021
Q2 		$251K Buy
+2,321
New +$244K ﹤0.01% 1415

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AE Wealth Management reduced its iShares Dow Jones US ETF (IYY) stake by 14% in Q2 2026, selling an estimated $84.9K and leaving 2,911 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

AE Wealth Management first reported a position in IYY in Q2 2021 and has held it in 18 quarters since. The position peaked at $997K in Q4 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • AE Wealth Management held 2,911 shares of iShares Dow Jones US ETF worth $531K as of Q2 2026.
  • AE Wealth Management sold 481 iShares Dow Jones US ETF shares in Q2 2026, an estimated $84.9K.
  • iShares Dow Jones US ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1198 holding.
  • AE Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 18 quarters since.
  • AE Wealth Management's iShares Dow Jones US ETF position peaked at $997K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.