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

Concurrent 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 		$569K Sell
3,120
-24
-0.8% -$4.23K ﹤0.01% 1328
2026
Q1 		$498K Sell
3,144
-70
-2% -$11.6K 0.01% 1217
2025
Q4 		$533K Sell
3,214
-68
-2% -$11.2K 0.01% 1121
2025
Q3 		$533K Sell
3,282
-72
-2% -$11.3K 0.01% 892
2025
Q2 		$506K Sell
3,354
-108
-3% -$15K 0.01% 843
2025
Q1 		$471K Sell
3,462
-61
-2% -$8.75K 0.01% 765
2024
Q4 		$504K Sell
3,523
-33
-0.9% -$4.75K 0.01% 667
2024
Q3 		$496K Buy
3,556
+1
+0% +$135 0.01% 625
2024
Q2 		$470K Buy
3,555
+579
+19% +$73.9K 0.02% 607
2024
Q1 		$381K Buy
2,976
+946
+47% +$115K 0.02% 617
2023
Q4 		$237K Buy
+2,030
New +$221K 0.01% 722

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

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

Concurrent Investment Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.76% in Q2 2026, selling an estimated $4.23K and leaving 3,120 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Concurrent Investment Advisors first reported a position in IYY in Q4 2023 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Concurrent Investment Advisors held 3,120 shares of iShares Dow Jones US ETF worth $569K as of Q2 2026.
  • Concurrent Investment Advisors sold 24 iShares Dow Jones US ETF shares in Q2 2026, an estimated $4.23K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1328 holding.
  • Concurrent Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 11 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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