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Allworth Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Allworth Financial’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 		$365K Buy
2,003
+7
+0.4% +$1.24K ﹤0.01% 1147
2026
Q1 		$316K Buy
1,996
+132
+7% +$21.8K ﹤0.01% 1163
2025
Q4 		$309K Sell
1,864
-246
-12% -$40.5K ﹤0.01% 1141
2025
Q3 		$343K Buy
2,110
+1,572
+292% +$246K ﹤0.01% 1041
2025
Q2 		$81.1K Hold
538
– – ﹤0.01% 1657
2025
Q1 		$71.6K Buy
538
+107
+25% +$15.4K ﹤0.01% 1385
2024
Q4 		$64K Sell
431
-2
-0.5% -$288 ﹤0.01% 1452
2024
Q3 		$60.4K Buy
+433
New +$58.2K ﹤0.01% 1321

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

Allworth Financial's IYY Position: Q2 2026 in Review

Allworth Financial increased its iShares Dow Jones US ETF (IYY) stake by 0.35% in Q2 2026, buying an estimated $1.24K and bringing the position to 2,003 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Allworth Financial first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Allworth Financial held 2,003 shares of iShares Dow Jones US ETF worth $365K as of Q2 2026.
  • Allworth Financial bought 7 iShares Dow Jones US ETF shares in Q2 2026, an estimated $1.24K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1147 holding.
  • Allworth Financial first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.