D.J. St. Germain’s iShares Dow Jones US ETF IYY Stock Holding History

D.J. St. Germain’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	$66.3K	Hold	364	–	–	﹤0.01%	435
2026 Q1	$57.7K	Hold	364	–	–	﹤0.01%	434
2025 Q4	$60.4K	Hold	364	–	–	﹤0.01%	453
2025 Q3	$59.1K	Hold	364	–	–	﹤0.01%	451
2025 Q2	$54.9K	Hold	364	–	–	﹤0.01%	456
2025 Q1	$49.5K	Hold	364	–	–	﹤0.01%	402
2024 Q4	$52.1K	Hold	364	–	–	﹤0.01%	418
2024 Q3	$50.8K	Hold	364	–	–	﹤0.01%	389
2024 Q2	$48.2K	Hold	364	–	–	﹤0.01%	392
2024 Q1	$46.6K	Hold	364	–	–	﹤0.01%	397
2023 Q4	$42.4K	Hold	364	–	–	﹤0.01%	407
2023 Q3	$38K	Hold	364	–	–	﹤0.01%	393
2023 Q2	$39.4K	Buy	+364	New	+$37.2K	﹤0.01%	399

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

D.J. St. Germain's IYY Position: Q2 2026 in Review

D.J. St. Germain held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 364 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

D.J. St. Germain first reported a position in IYY in Q2 2023 and has held it in 13 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

D.J. St. Germain held 364 shares of iShares Dow Jones US ETF worth $66.3K as of Q2 2026.
D.J. St. Germain left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #435 holding.
D.J. St. Germain first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 13 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.