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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
Q2 		$11.4K Hold
62
– – ﹤0.01% 562
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dunhill Financial's IYY Position: Q2 2026 in Review

Dunhill Financial held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 62 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Dunhill Financial first reported a position in IYY in Q4 2023 and has held it in 11 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Dunhill Financial held 62 shares of iShares Dow Jones US ETF worth $11.4K as of Q2 2026.
  • Dunhill Financial left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #562 holding.
  • Dunhill Financial first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 11 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.