Destination Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Hold |
1,380
| – | – | 0.01% | 294 |
|
|
2025
Q4 | $229K | Hold |
1,380
| – | – | 0.01% | 273 |
|
|
2025
Q3 | $224K | Hold |
1,380
| – | – | 0.01% | 249 |
|
|
2025
Q2 | $208K | Buy |
+1,380
| New | +$192K | 0.01% | 241 |
|
|
2024
Q3 | – | Sell |
-1,544
| Closed | -$204K | – | 241 |
|
|
2024
Q2 | $204K | Sell |
1,544
-45
| -3% | -$5.74K | 0.01% | 198 |
|
|
2024
Q1 | $204K | Buy |
+1,589
| New | +$193K | 0.01% | 203 |
|
|
2022
Q1 | – | Sell |
-1,980
| Closed | -$233K | – | 200 |
|
|
2021
Q4 | $233K | Hold |
1,980
| – | – | 0.01% | 188 |
|
|
2021
Q3 | $214K | Hold |
1,980
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $214K | Buy |
+1,980
| New | +$208K | 0.01% | 176 |
|
|
2019
Q3 | – | Sell |
-2,028
| Closed | -$148K | – | 324 |
|
|
2019
Q2 | $148K | Sell |
2,028
-220
| -10% | -$15.8K | 0.01% | 152 |
|
|
2019
Q1 | $159K | Sell |
2,248
-2,450
| -52% | -$166K | 0.01% | 153 |
|
|
2018
Q4 | $292K | Hold |
4,698
| – | – | 0.02% | 124 |
|
|
2018
Q3 | $342K | Sell |
4,698
-484
| -9% | -$34.6K | 0.02% | 127 |
|
|
2018
Q2 | $353K | Buy |
5,182
+394
| +8% | +$26.7K | 0.02% | 119 |
|
|
2018
Q1 | $316K | Sell |
4,788
-522
| -10% | -$35.7K | 0.02% | 128 |
|
|
2017
Q4 | $355K | Hold |
5,310
| – | – | 0.02% | 126 |
|
|
2017
Q3 | $335K | Hold |
5,310
| – | – | 0.02% | 129 |
|
|
2017
Q2 | $322K | Hold |
5,310
| – | – | 0.02% | 128 |
|
|
2017
Q1 | $314K | Hold |
5,310
| – | – | 0.02% | 128 |
|
|
2016
Q4 | $297K | Hold |
5,310
| – | – | 0.02% | 134 |
|
|
2016
Q3 | $288K | Hold |
5,310
| – | – | 0.02% | 135 |
|
|
2016
Q2 | $278K | Sell |
5,310
-1,006
| -16% | -$52.1K | 0.02% | 128 |
|
|
2016
Q1 | $322K | Hold |
6,316
| – | – | 0.03% | 109 |
|
|
2015
Q4 | $322K | Buy |
6,316
+808
| +15% | +$41.6K | 0.03% | 109 |
|
|
2015
Q3 | $266K | Sell |
5,508
-26,338
| -83% | -$1.35M | 0.03% | 109 |
|
|
2015
Q2 | $1.66M | Buy |
31,846
+26,318
| +476% | +$1.4M | 0.11% | 109 |
|
|
2015
Q1 | $290K | Sell |
5,528
-240
| -4% | -$12.5K | 0.03% | 99 |
|
|
2014
Q4 | $299K | Hold |
5,768
| – | – | 0.03% | 98 |
|
|
2014
Q3 | $286K | Sell |
5,768
-1,874
| -25% | -$93.5K | 0.03% | 115 |
|
|
2014
Q2 | $379K | Hold |
7,642
| – | – | 0.04% | 106 |
|
|
2014
Q1 | $362K | Hold |
7,642
| – | – | 0.04% | 93 |
|
|
2013
Q4 | $357K | Sell |
7,642
-476
| -6% | -$21.3K | 0.04% | 89 |
|
|
2013
Q3 | $345K | Sell |
8,118
-1,016
| -11% | -$43K | 0.04% | 80 |
|
|
2013
Q2 | $368K | Buy |
+9,134
| New | +$370K | 0.05% | 78 |
|
Other funds holding IYY
SC
KAS
AC
Destination Wealth Management's IYY Position: Q1 2026 in Review
Destination Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,380 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #294.
Destination Wealth Management first reported a position in IYY in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.66M in Q2 2015. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.
- Destination Wealth Management held 1,380 shares of iShares Dow Jones US ETF worth $219K as of Q1 2026.
- Destination Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
- iShares Dow Jones US ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #294 holding.
- Destination Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 34 quarters since.
- Destination Wealth Management's iShares Dow Jones US ETF position peaked at $1.66M in Q2 2015.
- 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.