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 Q2	$594K	Buy	3,261 +1	+0%	+$176	0.01%	472
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 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 $7.88B AUM 10.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Investment Advisors's IYY Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares Dow Jones US ETF (IYY) stake by 0.03% in Q2 2026, buying an estimated $176 and bringing the position to 3,261 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #472.

Capital Investment Advisors first reported a position in IYY in Q4 2014 and has held it in 47 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Capital Investment Advisors held 3,261 shares of iShares Dow Jones US ETF worth $594K as of Q2 2026.
Capital Investment Advisors bought 1 iShares Dow Jones US ETF share in Q2 2026, an estimated $176.
iShares Dow Jones US ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #472 holding.
Capital Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 47 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.