Cresset Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Cresset Asset Management’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	–	Sell	-2,912	Closed	-$461K	–	1791
2026 Q1	$461K	Buy	+2,912	New	+$482K	﹤0.01%	1101
2024 Q4	–	Sell	-2,912	Closed	-$406K	–	1987
2024 Q3	$406K	Buy	+2,912	New	+$392K	﹤0.01%	1642
2022 Q3	–	Sell	-23,476	Closed	-$2.17M	–	922
2022 Q2	$2.17M	Hold	23,476	–	–	0.03%	216
2022 Q1	$2.61M	Hold	23,476	–	–	0.03%	218
2021 Q4	$2.77M	Hold	23,476	–	–	0.03%	241
2021 Q3	$2.53M	Hold	23,476	–	–	0.03%	192
2021 Q2	$2.54M	Hold	23,476	–	–	0.04%	172
2021 Q1	$2.34M	Hold	23,476	–	–	0.04%	158
2020 Q4	$2.21M	Hold	23,476	–	–	0.04%	153
2020 Q3	$1.96M	Hold	23,476	–	–	0.04%	169
2020 Q2	$1.8M	Hold	23,476	–	–	0.04%	159
2020 Q1	$1.48M	Hold	23,476	–	–	0.05%	138
2019 Q4	$1.87M	Hold	23,476	–	–	0.05%	139
2019 Q3	$1.73M	Buy	+23,476	New	+$1.73M	0.05%	144

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

Cresset Asset Management's IYY Position: Q2 2026 in Review

Cresset Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2026, closing a stake of 2,912 shares — an estimated $461K sold.

Cresset Asset Management first reported a position in IYY in Q3 2019 and held it in 14 quarters. The position peaked at $2.77M in Q4 2021. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Cresset Asset Management reported no remaining iShares Dow Jones US ETF position as of Q2 2026 after selling out during the quarter.
Cresset Asset Management sold 2,912 iShares Dow Jones US ETF shares in Q2 2026, an estimated $461K.
Cresset Asset Management first reported a position in iShares Dow Jones US ETF in Q3 2019 and held it in 14 quarters.
Cresset Asset Management's iShares Dow Jones US ETF position peaked at $2.77M in Q4 2021.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.