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DSG Capital Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

DSG Capital Advisors’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 		$3.93M Hold
24,800
– – 0.63% 37
2025
Q4 		$4.18M Buy
+24,800
New +$4.08M 0.64% 36
2025
Q3 		– Sell
-24,800
Closed -$3.74M – 130
2025
Q2 		$3.74M Hold
24,800
– – 0.67% 38
2025
Q1 		$3.38M Hold
24,800
– – 0.68% 38
2024
Q4 		$3.55M Buy
+24,800
New +$3.57M 0.64% 41

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DSG Capital Advisors's IYY Position: Q1 2026 in Review

DSG Capital Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 24,800 shares worth $3.93M. The position accounts for 0.63% of the portfolio, ranked #37.

DSG Capital Advisors first reported a position in IYY in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.18M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • DSG Capital Advisors held 24,800 shares of iShares Dow Jones US ETF worth $3.93M as of Q1 2026.
  • DSG Capital Advisors left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.63% of DSG Capital Advisors's portfolio in Q1 2026, its #37 holding.
  • DSG Capital Advisors first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 5 quarters since.
  • DSG Capital Advisors's iShares Dow Jones US ETF position peaked at $4.18M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.