Dunhill Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Dunhill Financial’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	$9.93K	Sell	62 -1	-2%	-$165	﹤0.01%	536
2025 Q4	$10.4K	Hold	63	–	–	﹤0.01%	492
2025 Q3	$10.2K	Buy	63 +1	+2%	+$156	﹤0.01%	464
2025 Q2	$9.46K	Sell	62 -1	-2%	-$139	﹤0.01%	462
2025 Q1	$8.53K	Hold	63	–	–	﹤0.01%	448
2024 Q4	$8.97K	Hold	63	–	–	﹤0.01%	411
2024 Q3	$8.75K	Hold	63	–	–	﹤0.01%	413
2024 Q2	$8.29K	Hold	63	–	–	0.01%	328
2024 Q1	$8.03K	Hold	63	–	–	0.01%	267
2023 Q4	$7.3K	Buy	+63	New	+$6.85K	0.01%	244

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

Dunhill Financial's IYY Position: Q1 2026 in Review

Dunhill Financial reduced its iShares Dow Jones US ETF (IYY) stake by 1.6% in Q1 2026, selling an estimated $165 and leaving 62 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Dunhill Financial first reported a position in IYY in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Dunhill Financial held 62 shares of iShares Dow Jones US ETF worth $9.93K as of Q1 2026.
Dunhill Financial sold 1 iShares Dow Jones US ETF share in Q1 2026, an estimated $165.
iShares Dow Jones US ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #536 holding.
Dunhill Financial first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's iShares Dow Jones US ETF position peaked at $10.4K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.