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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cresset Asset Management's IYY Position: Q1 2026 in Review

Cresset Asset Management opened a new position in iShares Dow Jones US ETF (IYY) in Q1 2026: 2,912 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in IYY as recently as Q3 2024.

Cresset Asset Management first reported a position in IYY in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.77M in Q4 2021. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Cresset Asset Management held 2,912 shares of iShares Dow Jones US ETF worth $461K as of Q1 2026.
iShares Dow Jones US ETF was a new Cresset Asset Management position in Q1 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1101 holding.
Cresset Asset Management first reported a position in iShares Dow Jones US ETF in Q3 2019 and has held it in 14 quarters since.
Cresset Asset Management's iShares Dow Jones US ETF position peaked at $2.77M in Q4 2021.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.