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Credential Qtrade Securities’s iShares Dow Jones US ETF IYY Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$6.41K Buy
50
+4
+9% +$487 ﹤0.01% 314
2023
Q4 		$5.36K Hold
46
– – ﹤0.01% 311
2023
Q3 		$4.8K Hold
46
– – ﹤0.01% 300
2023
Q2 		$4.99K Hold
46
– – ﹤0.01% 305
2023
Q1 		$4.6K Hold
46
– – ﹤0.01% 313
2022
Q4 		$4.3K Buy
+46
New +$4.33K ﹤0.01% 302

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credential Qtrade Securities's IYY Position: Q1 2024 in Review

Credential Qtrade Securities increased its iShares Dow Jones US ETF (IYY) stake by 8.7% in Q1 2024, buying an estimated $487 and bringing the position to 50 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Credential Qtrade Securities first reported a position in IYY in Q4 2022 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • Credential Qtrade Securities held 50 shares of iShares Dow Jones US ETF worth $6.41K as of Q1 2024.
  • Credential Qtrade Securities bought 4 iShares Dow Jones US ETF shares in Q1 2024, an estimated $487.
  • iShares Dow Jones US ETF made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #314 holding.
  • Credential Qtrade Securities first reported a position in iShares Dow Jones US ETF in Q4 2022 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.