Badgley Phelps Wealth Managers’s iShares Dow Jones US ETF IYY Stock Holding History

Badgley Phelps Wealth Managers’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	$907K	Sell	4,976 -460	-8%	-$81.2K	0.02%	210
2026 Q1	$861K	Hold	5,436	–	–	0.02%	208
2025 Q4	$901K	Hold	5,436	–	–	0.02%	204
2025 Q3	$883K	Hold	5,436	–	–	0.02%	189
2025 Q2	$820K	Hold	5,436	–	–	0.02%	190
2025 Q1	$740K	Hold	5,436	–	–	0.02%	192
2024 Q4	$778K	Hold	5,436	–	–	0.02%	187
2024 Q3	$759K	Buy	5,436 +926	+21%	+$125K	0.02%	189
2024 Q2	$597K	Hold	4,510	–	–	0.01%	191
2024 Q1	$578K	Sell	4,510 -400	-8%	-$48.7K	0.01%	190
2023 Q4	$572K	Hold	4,910	–	–	0.02%	186
2023 Q3	$513K	Hold	4,910	–	–	0.02%	171
2023 Q2	$532K	Hold	4,910	–	–	0.02%	178
2023 Q1	$491K	Hold	4,910	–	–	0.02%	156
2022 Q4	$459K	Hold	4,910	–	–	0.02%	152
2022 Q3	$431K	Hold	4,910	–	–	0.02%	145
2022 Q2	$453K	Sell	4,910 -240	-5%	-$24.1K	0.02%	150
2022 Q1	$574K	Hold	5,150	–	–	0.02%	149
2021 Q4	$607K	Hold	5,150	–	–	0.02%	152
2021 Q3	$556K	Buy	+5,150	New	+$571K	0.02%	150

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

Badgley Phelps Wealth Managers's IYY Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Dow Jones US ETF (IYY) stake by 8.5% in Q2 2026, selling an estimated $81.2K and leaving 4,976 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #210.

Badgley Phelps Wealth Managers first reported a position in IYY in Q3 2021 and has held it in 20 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Badgley Phelps Wealth Managers held 4,976 shares of iShares Dow Jones US ETF worth $907K as of Q2 2026.
Badgley Phelps Wealth Managers sold 460 iShares Dow Jones US ETF shares in Q2 2026, an estimated $81.2K.
iShares Dow Jones US ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #210 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Dow Jones US ETF in Q3 2021 and has held it in 20 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.