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Boreal Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

Boreal Capital 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
Q1 		$111K Sell
700
-1,412
-67% -$234K 0.09% 144
2025
Q4 		$350K Buy
2,112
+141
+7% +$23.2K 0.26% 89
2025
Q3 		$320K Sell
1,971
-351
-15% -$54.9K 0.26% 95
2025
Q2 		$350K Buy
+2,322
New +$323K 0.29% 95

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boreal Capital Management's IYY Position: Q1 2026 in Review

Boreal Capital Management reduced its iShares Dow Jones US ETF (IYY) stake by 67% in Q1 2026, selling an estimated $234K and leaving 700 shares worth $111K. The position accounts for 0.09% of the portfolio, ranked #144.

Boreal Capital Management first reported a position in IYY in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q2 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Boreal Capital Management held 700 shares of iShares Dow Jones US ETF worth $111K as of Q1 2026.
  • Boreal Capital Management sold 1,412 iShares Dow Jones US ETF shares in Q1 2026, an estimated $234K.
  • iShares Dow Jones US ETF made up 0.09% of Boreal Capital Management's portfolio in Q1 2026, its #144 holding.
  • Boreal Capital Management first reported a position in iShares Dow Jones US ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares Dow Jones US ETF position peaked at $350K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.