Duncker Streett & Co’s iShares Dow Jones US ETF IYY Stock Holding History

Duncker Streett & Co’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	$18.2K	Hold	100	–	–	﹤0.01%	391
2026 Q1	$15.8K	Hold	100	–	–	﹤0.01%	400
2025 Q4	$16.6K	Hold	100	–	–	﹤0.01%	393
2025 Q3	$16.2K	Hold	100	–	–	﹤0.01%	398
2025 Q2	$15.1K	Hold	100	–	–	﹤0.01%	403
2025 Q1	$13.6K	Hold	100	–	–	﹤0.01%	400
2024 Q4	$14.3K	Hold	100	–	–	﹤0.01%	420
2024 Q3	$14K	Hold	100	–	–	﹤0.01%	395
2024 Q2	$13.2K	Hold	100	–	–	﹤0.01%	401
2024 Q1	$12.8K	Hold	100	–	–	﹤0.01%	402
2023 Q4	$11.7K	Hold	100	–	–	﹤0.01%	405
2023 Q3	$10.4K	Hold	100	–	–	﹤0.01%	406
2023 Q2	$10.8K	Hold	100	–	–	﹤0.01%	404
2023 Q1	$10K	Hold	100	–	–	﹤0.01%	396
2022 Q4	$9.35K	Hold	100	–	–	﹤0.01%	415
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	399
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	408
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	408
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	438
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	438
2021 Q2	$11K	Hold	100	–	–	﹤0.01%	439
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	431
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	447
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	442
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	450
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	468
2019 Q4	$8K	Buy	+100	New	+$7.64K	﹤0.01%	485
2019 Q3	–	Sell	-100	Closed	-$7K	–	379
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	502
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	511
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	515
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	528
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	531
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	534
2017 Q4	$7K	Hold	100	–	–	﹤0.01%	529
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	543
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	548
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	563
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	559
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	560
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	550
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	555
2015 Q4	$5K	Sell	100 -34	-25%	-$1.75K	﹤0.01%	563
2015 Q3	$6K	Hold	134	–	–	﹤0.01%	553
2015 Q2	$7K	Hold	134	–	–	﹤0.01%	550
2015 Q1	$7K	Hold	134	–	–	﹤0.01%	552
2014 Q4	$7K	Hold	134	–	–	﹤0.01%	546
2014 Q3	$7K	Hold	134	–	–	﹤0.01%	540
2014 Q2	$7K	Hold	134	–	–	﹤0.01%	547
2014 Q1	$6K	Hold	134	–	–	﹤0.01%	524
2013 Q4	$6K	Buy	+134	New	+$6K	﹤0.01%	513

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

Duncker Streett & Co's IYY Position: Q2 2026 in Review

Duncker Streett & Co held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 100 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Duncker Streett & Co first reported a position in IYY in Q4 2013 and has held it in 50 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Duncker Streett & Co held 100 shares of iShares Dow Jones US ETF worth $18.2K as of Q2 2026.
Duncker Streett & Co left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Duncker Streett & Co's portfolio in Q2 2026, its #391 holding.
Duncker Streett & Co first reported a position in iShares Dow Jones US ETF in Q4 2013 and has held it in 50 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.