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EP Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

EP Wealth 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
Q2 		$4.09M Sell
22,414
-120
-0.5% -$21.2K 0.02% 422
2026
Q1 		$3.57M Sell
22,534
-175
-0.8% -$29K 0.02% 364
2025
Q4 		$3.77M Buy
+22,709
New +$3.74M 0.02% 329
2025
Q2 		$3.47M Buy
22,998
+135
+0.6% +$18.8K 0.02% 313
2025
Q1 		$3.11M Sell
22,863
-45
-0.2% -$6.46K 0.02% 289
2024
Q4 		$3.28M Buy
22,908
+7,090
+45% +$1.02M 0.03% 271
2024
Q3 		$2.21M Sell
15,818
-55
-0.3% -$7.4K 0.02% 341
2024
Q2 		$2.1M Sell
15,873
-215
-1% -$27.4K 0.02% 271
2024
Q1 		$2.06M Sell
16,088
-303
-2% -$36.9K 0.02% 260
2023
Q4 		$1.91M Sell
16,391
-615
-4% -$66.9K 0.02% 265
2023
Q3 		$1.78M Sell
17,006
-37,948
-69% -$4.13M 0.03% 250
2023
Q2 		$2.07M Buy
54,954
+45,267
+467% +$4.63M 0.03% 235
2023
Q1 		$899K Sell
9,687
-11,270
-54% -$1.1M 0.02% 319
2022
Q4 		$1.96M Sell
20,957
-3,916
-16% -$368K 0.04% 224
2022
Q3 		$2.18M Sell
24,873
-110
-0.4% -$10.7K 0.05% 184
2022
Q2 		$2.31M Sell
24,983
-1,458
-6% -$146K 0.05% 179
2022
Q1 		$2.94M Sell
26,441
-300
-1% -$33K 0.06% 162
2021
Q4 		$3.15M Sell
26,741
-70
-0.3% -$8.04K 0.07% 143
2021
Q3 		$2.89M Sell
26,811
-140
-0.5% -$15.5K 0.08% 135
2021
Q2 		$2.91M Sell
26,951
-544
-2% -$57.1K 0.08% 148
2021
Q1 		$2.75M Sell
27,495
-17
-0.1% -$1.66K 0.09% 143
2020
Q4 		$2.6M Hold
27,512
– – 0.09% 112
2020
Q3 		$2.29M Sell
27,512
-934
-3% -$76.8K 0.1% 99
2020
Q2 		$2.18M Sell
28,446
-2,128
-7% -$154K 0.09% 108
2020
Q1 		$1.93M Buy
30,574
+12,186
+66% +$920K 0.09% 121
2019
Q4 		$1.47M Buy
+18,388
New +$1.41M 0.06% 152

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

EP Wealth Advisors's IYY Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.53% in Q2 2026, selling an estimated $21.2K and leaving 22,414 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #422.

EP Wealth Advisors first reported a position in IYY in Q4 2019 and has held it in 26 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • EP Wealth Advisors held 22,414 shares of iShares Dow Jones US ETF worth $4.09M as of Q2 2026.
  • EP Wealth Advisors sold 120 iShares Dow Jones US ETF shares in Q2 2026, an estimated $21.2K.
  • iShares Dow Jones US ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • EP Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2019 and has held it in 26 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.