Brown Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Brown Advisory’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	$2.33M	Buy	12,784 +3,784	+42%	+$668K	﹤0.01%	694
2026 Q1	$1.43M	Hold	9,000	–	–	﹤0.01%	753
2025 Q4	$1.49M	Hold	9,000	–	–	﹤0.01%	741
2025 Q3	$1.46M	Hold	9,000	–	–	﹤0.01%	727
2025 Q2	$1.36M	Hold	9,000	–	–	﹤0.01%	740
2025 Q1	$1.22M	Sell	9,000 -673	-7%	-$96.6K	﹤0.01%	727
2024 Q4	$1.38M	Buy	9,673 +673	+7%	+$96.8K	﹤0.01%	731
2024 Q3	$1.26M	Sell	9,000 -94	-1%	-$12.6K	﹤0.01%	734
2024 Q2	$1.2M	Hold	9,094	–	–	﹤0.01%	724
2024 Q1	$1.16M	Hold	9,094	–	–	﹤0.01%	748
2023 Q4	$1.06M	Hold	9,094	–	–	﹤0.01%	753
2023 Q3	$950K	Hold	9,094	–	–	﹤0.01%	753
2023 Q2	$985K	Sell	9,094 -22	-0.2%	-$2.25K	﹤0.01%	751
2023 Q1	$912K	Buy	9,116 +22	+0.2%	+$2.15K	﹤0.01%	774
2022 Q4	$850K	Sell	9,094 -30	-0.3%	-$2.82K	﹤0.01%	792
2022 Q3	$800K	Hold	9,124	–	–	﹤0.01%	753
2022 Q2	$842K	Hold	9,124	–	–	﹤0.01%	734
2022 Q1	$1.02M	Hold	9,124	–	–	﹤0.01%	710
2021 Q4	$1.08M	Hold	9,124	–	–	﹤0.01%	717
2021 Q3	$984K	Sell	9,124 -90	-1%	-$9.98K	﹤0.01%	696
2021 Q2	$995K	Buy	9,214 +100	+1%	+$10.5K	﹤0.01%	702
2021 Q1	$910K	Buy	+9,114	New	+$890K	﹤0.01%	728
2014 Q2	–	Sell	-1,210	Closed	-$57K	–	973
2014 Q1	$57K	Buy	1,210 +62	+5%	+$2.89K	﹤0.01%	935
2013 Q4	$54K	Buy	+1,148	New	+$51.4K	﹤0.01%	897

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

Brown Advisory's IYY Position: Q2 2026 in Review

Brown Advisory increased its iShares Dow Jones US ETF (IYY) stake by 42% in Q2 2026, buying an estimated $668K and bringing the position to 12,784 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Brown Advisory first reported a position in IYY in Q4 2013 and has held it in 24 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Brown Advisory held 12,784 shares of iShares Dow Jones US ETF worth $2.33M as of Q2 2026.
Brown Advisory bought 3,784 iShares Dow Jones US ETF shares in Q2 2026, an estimated $668K.
iShares Dow Jones US ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #694 holding.
Brown Advisory first reported a position in iShares Dow Jones US ETF in Q4 2013 and has held it in 24 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.