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BLB&B Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

BLB&B 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 		$277K Sell
1,520
-50
-3% -$8.82K 0.01% 251
2026
Q1 		$249K Hold
1,570
– – 0.01% 252
2025
Q4 		$260K Hold
1,570
– – 0.01% 250
2025
Q3 		$255K Hold
1,570
– – 0.01% 246
2025
Q2 		$237K Hold
1,570
– – 0.01% 248
2025
Q1 		$214K Hold
1,570
– – 0.01% 262
2024
Q4 		$225K Hold
1,570
– – 0.01% 250
2024
Q3 		$219K Hold
1,570
– – 0.01% 262
2024
Q2 		$208K Sell
1,570
-50
-3% -$6.38K 0.01% 262
2024
Q1 		$208K Buy
+1,620
New +$197K 0.01% 266

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

BLB&B Advisors's IYY Position: Q2 2026 in Review

BLB&B Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 3.2% in Q2 2026, selling an estimated $8.82K and leaving 1,520 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #251.

BLB&B Advisors first reported a position in IYY in Q1 2024 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • BLB&B Advisors held 1,520 shares of iShares Dow Jones US ETF worth $277K as of Q2 2026.
  • BLB&B Advisors sold 50 iShares Dow Jones US ETF shares in Q2 2026, an estimated $8.82K.
  • iShares Dow Jones US ETF made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #251 holding.
  • BLB&B Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 10 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.