Envestnet Asset Management
IYY icon

Envestnet Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Envestnet Asset Management’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 		$6.9M Sell
43,544
-164
-0.4% -$27.1K ﹤0.01% 2085
2025
Q4 		$7.25M Buy
43,708
+710
+2% +$117K ﹤0.01% 1923
2025
Q3 		$6.99M Buy
42,998
+1,291
+3% +$202K ﹤0.01% 2005
2025
Q2 		$6.29M Buy
41,707
+2,976
+8% +$415K ﹤0.01% 2042
2025
Q1 		$5.27M Sell
38,731
-3,535
-8% -$507K ﹤0.01% 2087
2024
Q4 		$6.05M Sell
42,266
-563
-1% -$81K ﹤0.01% 1976
2024
Q3 		$5.98M Sell
42,829
-95
-0.2% -$12.8K ﹤0.01% 1987
2024
Q2 		$5.68M Buy
42,924
+3,053
+8% +$389K ﹤0.01% 1936
2024
Q1 		$5.11M Buy
39,871
+5,455
+16% +$664K ﹤0.01% 1960
2023
Q4 		$4.01M Sell
34,416
-665
-2% -$72.3K ﹤0.01% 2034
2023
Q3 		$3.67M Buy
35,081
+1,385
+4% +$151K ﹤0.01% 2002
2023
Q2 		$3.65M Sell
33,696
-308
-0.9% -$31.5K ﹤0.01% 1897
2023
Q1 		$3.4M Buy
34,004
+2,229
+7% +$218K ﹤0.01% 1868
2022
Q4 		$2.97M Buy
31,775
+2,973
+10% +$280K ﹤0.01% 1913
2022
Q3 		$2.53M Buy
28,802
+905
+3% +$88.2K ﹤0.01% 1942
2022
Q2 		$2.58M Sell
27,897
-2,577
-8% -$259K ﹤0.01% 1939
2022
Q1 		$3.39M Buy
30,474
+2,110
+7% +$232K ﹤0.01% 1846
2021
Q4 		$3.34M Sell
28,364
-2,649
-9% -$304K ﹤0.01% 1841
2021
Q3 		$3.35M Sell
31,013
-2,344
-7% -$260K ﹤0.01% 1772
2021
Q2 		$3.6M Buy
33,357
+2,312
+7% +$243K ﹤0.01% 1710
2021
Q1 		$3.1M Sell
31,045
-5,736
-16% -$560K ﹤0.01% 1686
2020
Q4 		$3.47M Buy
36,781
+8,843
+32% +$786K ﹤0.01% 1451
2020
Q3 		$2.33M Buy
27,938
+756
+3% +$62.2K ﹤0.01% 1533
2020
Q2 		$2.08M Sell
27,182
-946
-3% -$68.3K ﹤0.01% 1551
2020
Q1 		$1.77M Sell
28,128
-6,346
-18% -$479K ﹤0.01% 1485
2019
Q4 		$2.75M Sell
34,474
-5,388
-14% -$412K ﹤0.01% 1441
2019
Q3 		$2.94M Sell
39,862
-2,196
-5% -$162K ﹤0.01% 1332
2019
Q2 		$3.07M Buy
42,058
+950
+2% +$68.3K ﹤0.01% 1312
2019
Q1 		$2.9M Buy
41,108
+2,672
+7% +$181K ﹤0.01% 1290
2018
Q4 		$2.39M Buy
+38,436
New +$2.59M ﹤0.01% 1237
2018
Q3 		– Sell
-3,486
Closed -$238K – 1935
2018
Q2 		$238K Hold
3,486
– – ﹤0.01% 1596
2018
Q1 		$230K Sell
3,486
-23,294
-87% -$1.59M ﹤0.01% 1517
2017
Q4 		$1.79M Sell
26,780
-378
-1% -$24.6K ﹤0.01% 999
2017
Q3 		$1.71M Sell
27,158
-618
-2% -$38.2K ﹤0.01% 974
2017
Q2 		$1.69M Buy
27,776
+2
+0% +$120 ﹤0.01% 995
2017
Q1 		$1.64M Sell
27,774
-29,834
-52% -$1.74M 0.01% 1023
2016
Q4 		$3.23M Sell
57,608
-69,118
-55% -$3.79M 0.01% 717
2016
Q3 		$6.88M Buy
126,726
+89,000
+236% +$4.81M 0.03% 470
2016
Q2 		$1.97M Buy
37,726
+9,330
+33% +$483K 0.01% 1044
2016
Q1 		$1.46M Buy
28,396
+1,418
+5% +$68.8K 0.01% 1132
2015
Q4 		$1.38M Buy
26,978
+1,306
+5% +$67.2K 0.01% 1120
2015
Q3 		$1.24M Sell
25,672
-2,356
-8% -$121K 0.01% 1175
2015
Q2 		$1.46M Buy
28,028
+1,844
+7% +$98.1K 0.01% 1218
2015
Q1 		$1.37M Sell
26,184
-39,698
-60% -$2.07M 0.01% 1158
2014
Q4 		$3.41M Sell
65,882
-56,404
-46% -$2.85M 0.03% 285
2014
Q3 		$6.06M Sell
122,286
-144,672
-54% -$7.22M 0.06% 211
2014
Q2 		$13.2M Sell
266,958
-4,978
-2% -$239K 0.14% 130
2014
Q1 		$12.9M Buy
+271,936
New +$12.7M 0.14% 128
2013
Q3 		– Sell
-148,720
Closed -$6M – 2441
2013
Q2 		$6M Buy
+148,720
New +$6.03M 0.08% 160

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

Envestnet Asset Management's IYY Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares Dow Jones US ETF (IYY) stake by 0.38% in Q1 2026, selling an estimated $27.1K and leaving 43,544 shares worth $6.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Envestnet Asset Management first reported a position in IYY in Q2 2013 and has held it in 49 quarters since. The position peaked at $13.2M in Q2 2014. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Envestnet Asset Management held 43,544 shares of iShares Dow Jones US ETF worth $6.9M as of Q1 2026.
  • Envestnet Asset Management sold 164 iShares Dow Jones US ETF shares in Q1 2026, an estimated $27.1K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2085 holding.
  • Envestnet Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 49 quarters since.
  • Envestnet Asset Management's iShares Dow Jones US ETF position peaked at $13.2M in Q2 2014.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.