EH
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Equitable Holdings’s iShares Dow Jones US ETF IYY Stock Holding History

Equitable Holdings’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 		$1.1M Buy
6,008
+342
+6% +$60.3K 0.01% 963
2026
Q1 		$939K Buy
5,666
+600
+12% +$99.3K 0.01% 1001
2025
Q4 		$840K Buy
5,066
+155
+3% +$25.5K 0.01% 920
2025
Q3 		$798K Sell
4,911
-24
-0.5% -$3.75K 0.01% 911
2025
Q2 		$745K Buy
4,935
+1,468
+42% +$204K 0.01% 891
2025
Q1 		$472K Buy
3,467
+308
+10% +$44.2K ﹤0.01% 934
2024
Q4 		$452K Buy
3,159
+64
+2% +$9.21K ﹤0.01% 899
2024
Q3 		$432K Buy
3,095
+12
+0.4% +$1.61K ﹤0.01% 917
2024
Q2 		$408K Buy
3,083
+634
+26% +$80.9K ﹤0.01% 890
2024
Q1 		$314K Buy
2,449
+105
+4% +$12.8K ﹤0.01% 945
2023
Q4 		$273K Buy
2,344
+76
+3% +$8.26K ﹤0.01% 968
2023
Q3 		$237K Buy
+2,268
New +$247K ﹤0.01% 946
2022
Q1 		– Sell
-1,804
Closed -$213K – 895
2021
Q4 		$213K Buy
+1,804
New +$207K ﹤0.01% 813

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

Equitable Holdings's IYY Position: Q2 2026 in Review

Equitable Holdings increased its iShares Dow Jones US ETF (IYY) stake by 6% in Q2 2026, buying an estimated $60.3K and bringing the position to 6,008 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #963.

Equitable Holdings first reported a position in IYY in Q4 2021 and has held it in 13 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Equitable Holdings held 6,008 shares of iShares Dow Jones US ETF worth $1.1M as of Q2 2026.
  • Equitable Holdings bought 342 iShares Dow Jones US ETF shares in Q2 2026, an estimated $60.3K.
  • iShares Dow Jones US ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #963 holding.
  • Equitable Holdings first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 13 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.