Cambridge Investment Research Advisors
IYY icon

Cambridge Investment Research Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Cambridge Investment Research 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 		$3.6M Sell
19,746
-4,727
-19% -$834K 0.01% 1246
2026
Q1 		$3.88M Buy
24,473
+4,632
+23% +$766K 0.01% 1117
2025
Q4 		$3.29M Sell
19,841
-205
-1% -$33.7K 0.01% 1163
2025
Q3 		$3.26M Buy
20,046
+1,386
+7% +$217K 0.01% 1166
2025
Q2 		$2.81M Buy
18,660
+2,169
+13% +$302K 0.01% 1185
2025
Q1 		$2.24M Buy
16,491
+1,928
+13% +$277K 0.01% 1270
2024
Q4 		$2.08M Sell
14,563
-1,746
-11% -$251K 0.01% 1326
2024
Q3 		$2.28M Buy
16,309
+468
+3% +$63K 0.01% 1250
2024
Q2 		$2.1M Buy
15,841
+297
+2% +$37.9K 0.01% 1254
2024
Q1 		$1.99M Sell
15,544
-1,210
-7% -$147K 0.01% 1259
2023
Q4 		$1.95M Buy
16,754
+1,107
+7% +$120K 0.01% 1215
2023
Q3 		$1.64M Buy
15,647
+771
+5% +$83.8K 0.01% 1267
2023
Q2 		$1.61M Sell
14,876
-16,346
-52% -$1.67M 0.01% 1297
2023
Q1 		$3.12M Buy
31,222
+16,931
+118% +$1.66M 0.02% 876
2022
Q4 		$1.34M Sell
14,291
-17,475
-55% -$1.64M 0.01% 1319
2022
Q3 		$2.79M Sell
31,766
-459
-1% -$44.7K 0.02% 863
2022
Q2 		$2.98M Sell
32,225
-2,010
-6% -$202K 0.02% 851
2022
Q1 		$3.81M Sell
34,235
-19,364
-36% -$2.13M 0.02% 773
2021
Q4 		$6.32M Buy
53,599
+1,225
+2% +$141K 0.03% 551
2021
Q3 		$5.65M Buy
52,374
+330
+0.6% +$36.6K 0.03% 558
2021
Q2 		$5.62M Sell
52,044
-22
-0% -$2.31K 0.03% 563
2021
Q1 		$5.2M Sell
52,066
-1,251
-2% -$122K 0.03% 546
2020
Q4 		$5.03M Buy
53,317
+2,363
+5% +$210K 0.03% 527
2020
Q3 		$4.25M Buy
50,954
+2,972
+6% +$244K 0.03% 520
2020
Q2 		$3.67M Buy
47,982
+7,264
+18% +$524K 0.03% 534
2020
Q1 		$2.57M Sell
40,718
-75,664
-65% -$5.71M 0.02% 565
2019
Q4 		$9.29M Sell
116,382
-6,864
-6% -$525K 0.07% 264
2019
Q3 		$9.09M Buy
123,246
+5,076
+4% +$373K 0.08% 251
2019
Q2 		$8.63M Buy
118,170
+47,706
+68% +$3.43M 0.08% 249
2019
Q1 		$4.98M Buy
70,464
+30,552
+77% +$2.07M 0.05% 368
2018
Q4 		$2.48M Buy
39,912
+3,648
+10% +$245K 0.03% 558
2018
Q3 		$2.64M Buy
36,264
+794
+2% +$56.7K 0.03% 582
2018
Q2 		$2.42M Buy
35,470
+258
+0.7% +$17.5K 0.03% 584
2018
Q1 		$2.33M Buy
35,212
+6,198
+21% +$423K 0.03% 579
2017
Q4 		$1.94M Buy
29,014
+13,894
+92% +$905K 0.02% 597
2017
Q3 		$953K Buy
15,120
+3,754
+33% +$232K 0.01% 870
2017
Q2 		$689K Buy
11,366
+942
+9% +$56.6K 0.01% 1009
2017
Q1 		$616K Sell
10,424
-72
-0.7% -$4.2K 0.01% 966
2016
Q4 		$588K Sell
10,496
-370
-3% -$20.3K 0.01% 937
2016
Q3 		$590K Buy
10,866
+632
+6% +$34.2K 0.01% 947
2016
Q2 		$535K Sell
10,234
-1,034
-9% -$53.5K 0.01% 896
2016
Q1 		$578K Buy
11,268
+486
+5% +$23.6K 0.01% 822
2015
Q4 		$550K Buy
10,782
+1,356
+14% +$69.8K 0.01% 816
2015
Q3 		$455K Buy
9,426
+718
+8% +$36.8K 0.01% 802
2015
Q2 		$454K Buy
8,708
+846
+11% +$45K 0.01% 858
2015
Q1 		$412K Sell
7,862
-36
-0.5% -$1.88K 0.01% 892
2014
Q4 		$409K Buy
7,898
+200
+3% +$10.1K 0.01% 875
2014
Q3 		$382K Sell
7,698
-606
-7% -$30.2K 0.01% 951
2014
Q2 		$412K Buy
8,304
+1,504
+22% +$72.3K 0.01% 846
2014
Q1 		$322K Buy
6,800
+164
+2% +$7.63K 0.01% 924
2013
Q4 		$310K Buy
6,636
+524
+9% +$23.5K 0.01% 868
2013
Q3 		$260K Buy
6,112
+488
+9% +$20.7K 0.01% 915
2013
Q2 		$227K Buy
+5,624
New +$228K 0.01% 884

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

Cambridge Investment Research Advisors's IYY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 19% in Q2 2026, selling an estimated $834K and leaving 19,746 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #1246.

Cambridge Investment Research Advisors first reported a position in IYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.29M in Q4 2019. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Cambridge Investment Research Advisors held 19,746 shares of iShares Dow Jones US ETF worth $3.6M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 4,727 iShares Dow Jones US ETF shares in Q2 2026, an estimated $834K.
  • iShares Dow Jones US ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1246 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares Dow Jones US ETF position peaked at $9.29M in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.