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Carnegie Investment Counsel’s iShares Dow Jones US ETF IYY Stock Holding History

Carnegie Investment Counsel’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 		– Sell
-1,515
Closed -$251K – 577
2025
Q4 		$251K Hold
1,515
– – ﹤0.01% 513
2025
Q3 		$246K Buy
+1,515
New +$237K ﹤0.01% 501
2024
Q2 		– Sell
-9,382
Closed -$1.2M – 490
2024
Q1 		$1.2M Buy
9,382
+403
+4% +$49K 0.04% 271
2023
Q4 		$1.05M Sell
8,979
-145
-2% -$15.8K 0.04% 273
2023
Q3 		$953K Buy
9,124
+1,696
+23% +$184K 0.04% 281
2023
Q2 		$805K Buy
7,428
+123
+2% +$12.6K 0.03% 300
2023
Q1 		$731K Buy
7,305
+452
+7% +$44.2K 0.03% 312
2022
Q4 		$640K Buy
6,853
+197
+3% +$18.5K 0.03% 318
2022
Q3 		$584K Buy
6,656
+324
+5% +$31.6K 0.03% 316
2022
Q2 		$585K Sell
6,332
-359
-5% -$36.1K 0.03% 316
2022
Q1 		$745K Buy
6,691
+2,404
+56% +$264K 0.03% 296
2021
Q4 		$505K Buy
+4,287
New +$492K 0.02% 350

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 $445B AUM 25.58% 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 $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 $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Carnegie Investment Counsel's IYY Position: Q1 2026 in Review

Carnegie Investment Counsel sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 1,515 shares — an estimated $251K sold.

Carnegie Investment Counsel first reported a position in IYY in Q4 2021 and held it in 12 quarters. The position peaked at $1.2M in Q1 2024. 278 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Carnegie Investment Counsel reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Carnegie Investment Counsel sold 1,515 iShares Dow Jones US ETF shares in Q1 2026, an estimated $251K.
  • Carnegie Investment Counsel first reported a position in iShares Dow Jones US ETF in Q4 2021 and held it in 12 quarters.
  • Carnegie Investment Counsel's iShares Dow Jones US ETF position peaked at $1.2M in Q1 2024.
  • 278 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.