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

Capital Investment 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
Q1 		$517K Sell
3,260
-117
-3% -$19.4K 0.01% 481
2025
Q4 		$560K Buy
3,377
+99
+3% +$16.3K 0.01% 460
2025
Q3 		$533K Buy
3,278
+2
+0.1% +$313 0.01% 459
2025
Q2 		$494K Sell
3,276
-16
-0.5% -$2.23K 0.01% 454
2025
Q1 		$448K Buy
3,292
+2
+0.1% +$287 0.01% 449
2024
Q4 		$471K Buy
3,290
+2
+0.1% +$288 0.01% 428
2024
Q3 		$459K Buy
3,288
+2
+0.1% +$269 0.01% 423
2024
Q2 		$435K Buy
3,286
+2
+0.1% +$255 0.01% 423
2024
Q1 		$421K Buy
3,284
+2
+0.1% +$243 0.01% 427
2023
Q4 		$382K Buy
3,282
+5
+0.2% +$544 0.01% 430
2023
Q3 		$342K Hold
3,277
– – 0.01% 425
2023
Q2 		$355K Buy
3,277
+1
+0% +$102 0.01% 395
2023
Q1 		$328K Buy
3,276
+2
+0.1% +$196 0.01% 425
2022
Q4 		$306K Buy
3,274
+5
+0.2% +$470 0.01% 440
2022
Q3 		$287K Sell
3,269
-380
-10% -$37K 0.01% 424
2022
Q2 		$337K Buy
3,649
+1
+0% +$100 0.01% 403
2022
Q1 		$406K Buy
3,648
+2
+0.1% +$220 0.01% 401
2021
Q4 		$430K Buy
3,646
+3
+0.1% +$344 0.01% 399
2021
Q3 		$393K Hold
3,643
– – 0.01% 402
2021
Q2 		$393K Buy
3,643
+3
+0.1% +$315 0.01% 403
2021
Q1 		$364K Hold
3,640
– – 0.01% 395
2020
Q4 		$343K Hold
3,640
– – 0.01% 393
2020
Q3 		$303K Sell
3,640
-798
-18% -$65.6K 0.01% 388
2020
Q2 		$340K Buy
4,438
+806
+22% +$58.2K 0.02% 362
2020
Q1 		$229K Hold
3,632
– – 0.01% 392
2019
Q4 		$290K Buy
3,632
+4
+0.1% +$306 0.01% 411
2019
Q3 		$268K Hold
3,628
– – 0.01% 413
2019
Q2 		$265K Buy
3,628
+2
+0.1% +$144 0.01% 408
2019
Q1 		$256K Buy
3,626
+4
+0.1% +$272 0.01% 415
2018
Q4 		$225K Buy
3,622
+4
+0.1% +$269 0.02% 423
2018
Q3 		$263K Buy
3,618
+2
+0.1% +$143 0.02% 416
2018
Q2 		$247K Hold
3,616
– – 0.02% 417
2018
Q1 		$239K Buy
3,616
+2
+0.1% +$137 0.02% 422
2017
Q4 		$241K Buy
3,614
+4
+0.1% +$261 0.02% 416
2017
Q3 		$227K Buy
3,610
+2
+0.1% +$124 0.02% 413
2017
Q2 		$219K Hold
3,608
– – 0.02% 421
2017
Q1 		$213K Sell
3,608
-478
-12% -$27.9K 0.02% 416
2016
Q4 		$229K Buy
4,086
+4
+0.1% +$219 0.02% 391
2016
Q3 		$222K Hold
4,082
– – 0.02% 394
2016
Q2 		$214K Buy
4,082
+2
+0% +$104 0.02% 382
2016
Q1 		$209K Buy
4,080
+4
+0.1% +$194 0.02% 380
2015
Q4 		$208K Sell
4,076
-234
-5% -$12K 0.02% 381
2015
Q3 		$208K Buy
4,310
+2
+0% +$102 0.02% 340
2015
Q2 		$225K Buy
4,308
+2
+0% +$106 0.02% 351
2015
Q1 		$226K Buy
4,306
+122
+3% +$6.36K 0.02% 360
2014
Q4 		$217K Buy
+4,184
New +$212K 0.02% 352

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

Capital Investment Advisors's IYY Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 3.5% in Q1 2026, selling an estimated $19.4K and leaving 3,260 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #481.

Capital Investment Advisors first reported a position in IYY in Q4 2014 and has held it in 46 quarters since. The position peaked at $560K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Capital Investment Advisors held 3,260 shares of iShares Dow Jones US ETF worth $517K as of Q1 2026.
  • Capital Investment Advisors sold 117 iShares Dow Jones US ETF shares in Q1 2026, an estimated $19.4K.
  • iShares Dow Jones US ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #481 holding.
  • Capital Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 46 quarters since.
  • Capital Investment Advisors's iShares Dow Jones US ETF position peaked at $560K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.