Creative Planning
IYY icon

Creative Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Creative Planning’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 		$6.02M Buy
37,974
+1,168
+3% +$193K ﹤0.01% 1054
2025
Q4 		$6.1M Sell
36,806
-1,208
-3% -$199K ﹤0.01% 873
2025
Q3 		$6.18M Sell
38,014
-12
-0% -$1.88K ﹤0.01% 757
2025
Q2 		$5.74M Sell
38,026
-1,334
-3% -$186K ﹤0.01% 715
2025
Q1 		$5.36M Buy
39,360
+698
+2% +$100K 0.01% 679
2024
Q4 		$5.53M Sell
38,662
-925
-2% -$133K 0.01% 631
2024
Q3 		$5.53M Buy
39,587
+7
+0% +$942 0.01% 608
2024
Q2 		$5.24M Buy
39,580
+44
+0.1% +$5.61K 0.01% 604
2024
Q1 		$5.06M Sell
39,536
-917
-2% -$112K 0.01% 603
2023
Q4 		$4.71M Sell
40,453
-294
-0.7% -$32K 0.01% 582
2023
Q3 		$4.26M Buy
40,747
+74
+0.2% +$8.05K 0.01% 578
2023
Q2 		$4.41M Sell
40,673
-923
-2% -$94.4K 0.01% 553
2023
Q1 		$4.16M Buy
41,596
+1,870
+5% +$183K 0.01% 551
2022
Q4 		$3.71M Buy
39,726
+1,800
+5% +$169K 0.01% 550
2022
Q3 		$3.33M Buy
37,926
+416
+1% +$40.5K 0.01% 542
2022
Q2 		$3.46M Buy
37,510
+40
+0.1% +$4.02K 0.01% 546
2022
Q1 		$4.17M Buy
37,470
+123
+0.3% +$13.5K 0.01% 502
2021
Q4 		$4.4M Sell
37,347
-2,504
-6% -$287K 0.01% 447
2021
Q3 		$4.3M Buy
39,851
+2,508
+7% +$278K 0.01% 451
2021
Q2 		$4.03M Buy
37,343
+375
+1% +$39.4K 0.01% 466
2021
Q1 		$3.69M Buy
36,968
+185
+0.5% +$18.1K 0.01% 488
2020
Q4 		$3.47M Sell
36,783
-15
-0% -$1.33K 0.01% 469
2020
Q3 		$3.07M Sell
36,798
-554
-1% -$45.6K 0.01% 428
2020
Q2 		$2.86M Sell
37,352
-612
-2% -$44.2K 0.01% 394
2020
Q1 		$2.4M Sell
37,964
-246
-0.6% -$18.6K 0.01% 381
2019
Q4 		$3.05M Sell
38,210
-852
-2% -$65.1K 0.01% 395
2019
Q3 		$2.88M Sell
39,062
-134
-0.3% -$9.86K 0.01% 403
2019
Q2 		$2.86M Sell
39,196
-906
-2% -$65.1K 0.01% 399
2019
Q1 		$2.83M Buy
40,102
+2,004
+5% +$136K 0.01% 376
2018
Q4 		$2.37M Sell
38,098
-314
-0.8% -$21.1K 0.01% 391
2018
Q3 		$2.79M Buy
38,412
+250
+0.7% +$17.9K 0.01% 395
2018
Q2 		$2.6M Hold
38,162
– – 0.01% 410
2018
Q1 		$2.52M Sell
38,162
-26
-0.1% -$1.78K 0.01% 405
2017
Q4 		$2.55M Buy
38,188
+494
+1% +$32.2K 0.01% 403
2017
Q3 		$2.38M Sell
37,694
-158
-0.4% -$9.76K 0.01% 413
2017
Q2 		$2.3M Sell
37,852
-904
-2% -$54.3K 0.01% 400
2017
Q1 		$2.29M Buy
38,756
+336
+0.9% +$19.6K 0.01% 382
2016
Q4 		$2.15M Sell
38,420
-4,862
-11% -$266K 0.01% 385
2016
Q3 		$2.35M Buy
43,282
+90
+0.2% +$4.87K 0.02% 345
2016
Q2 		$2.26M Sell
43,192
-68
-0.2% -$3.52K 0.02% 310
2016
Q1 		$2.22M Buy
43,260
+72
+0.2% +$3.5K 0.02% 294
2015
Q4 		$2.2M Sell
43,188
-2,234
-5% -$115K 0.02% 285
2015
Q3 		$2.19M Buy
45,422
+5,096
+13% +$261K 0.02% 282
2015
Q2 		$2.1M Buy
40,326
+148
+0.4% +$7.87K 0.02% 286
2015
Q1 		$2.11M Buy
40,178
+708
+2% +$36.9K 0.02% 271
2014
Q4 		$2.04M Buy
39,470
+62
+0.2% +$3.13K 0.02% 266
2014
Q3 		$1.95M Hold
39,408
– – 0.02% 248
2014
Q2 		$1.95M Sell
39,408
-880
-2% -$42.3K 0.03% 231
2014
Q1 		$1.91M Sell
40,288
-2,800
-6% -$130K 0.03% 203
2013
Q4 		$2.01M Buy
43,088
+2,550
+6% +$114K 0.03% 181
2013
Q3 		$1.73M Hold
40,538
– – 0.03% 171
2013
Q2 		$1.64M Buy
+40,538
New +$1.64M 0.04% 162

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

Creative Planning's IYY Position: Q1 2026 in Review

Creative Planning increased its iShares Dow Jones US ETF (IYY) stake by 3.2% in Q1 2026, buying an estimated $193K and bringing the position to 37,974 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Creative Planning first reported a position in IYY in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.18M in Q3 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Creative Planning held 37,974 shares of iShares Dow Jones US ETF worth $6.02M as of Q1 2026.
  • Creative Planning bought 1,168 iShares Dow Jones US ETF shares in Q1 2026, an estimated $193K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1054 holding.
  • Creative Planning first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's iShares Dow Jones US ETF position peaked at $6.18M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.