Beacon Pointe Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Beacon Pointe Advisors’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	$819K	Hold	4,495	–	–	﹤0.01%	1124
2026 Q1	$712K	Buy	+4,495	New	+$744K	﹤0.01%	1137
2025 Q3	–	Sell	-1,890	Closed	-$285K	–	1458
2025 Q2	$285K	Sell	1,890 -200	-10%	-$27.9K	﹤0.01%	1068
2025 Q1	$284K	Hold	2,090	–	–	﹤0.01%	1040
2024 Q4	$299K	Hold	2,090	–	–	﹤0.01%	1005
2024 Q3	$292K	Hold	2,090	–	–	﹤0.01%	1030
2024 Q2	$277K	Hold	2,090	–	–	﹤0.01%	1075
2024 Q1	$268K	Buy	2,090 +38	+2%	+$4.63K	﹤0.01%	1146
2023 Q4	$239K	Buy	+2,052	New	+$223K	﹤0.01%	1149
2020 Q2	–	Sell	-5,250	Closed	-$331K	–	407
2020 Q1	$331K	Buy	+5,250	New	+$396K	0.05%	221

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

Beacon Pointe Advisors's IYY Position: Q2 2026 in Review

Beacon Pointe Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 4,495 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Beacon Pointe Advisors first reported a position in IYY in Q1 2020 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Beacon Pointe Advisors held 4,495 shares of iShares Dow Jones US ETF worth $819K as of Q2 2026.
Beacon Pointe Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1124 holding.
Beacon Pointe Advisors first reported a position in iShares Dow Jones US ETF in Q1 2020 and has held it in 10 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.