Coastal Bridge Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Coastal Bridge 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	$2.66M	Sell	14,592 -715	-5%	-$126K	0.16%	140
2026 Q1	$2.43M	Sell	15,307 -300	-2%	-$49.6K	0.17%	141
2025 Q4	$2.59M	Sell	15,607 -508	-3%	-$83.6K	0.19%	127
2025 Q3	$2.62M	Sell	16,115 -372	-2%	-$58.2K	0.2%	121
2025 Q2	$2.49M	Sell	16,487 -518	-3%	-$72.2K	0.2%	118
2025 Q1	$2.31M	Buy	+17,005	New	+$2.44M	0.21%	113

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

Coastal Bridge Advisors's IYY Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 4.7% in Q2 2026, selling an estimated $126K and leaving 14,592 shares worth $2.66M. The position accounts for 0.16% of the portfolio, ranked #140.

Coastal Bridge Advisors first reported a position in IYY in Q1 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Coastal Bridge Advisors held 14,592 shares of iShares Dow Jones US ETF worth $2.66M as of Q2 2026.
Coastal Bridge Advisors sold 715 iShares Dow Jones US ETF shares in Q2 2026, an estimated $126K.
iShares Dow Jones US ETF made up 0.16% of Coastal Bridge Advisors's portfolio in Q2 2026, its #140 holding.
Coastal Bridge Advisors first reported a position in iShares Dow Jones US ETF in Q1 2025 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.