EAM
IYY icon

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

Evanson 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 		$544K Buy
3,432
+7
+0.2% +$1.16K 0.03% 187
2025
Q4 		$568K Buy
3,425
+10
+0.3% +$1.65K 0.03% 186
2025
Q3 		$555K Buy
3,415
+9
+0.3% +$1.41K 0.03% 187
2025
Q2 		$514K Buy
3,406
+8
+0.2% +$1.11K 0.03% 193
2025
Q1 		$462K Buy
3,398
+9
+0.3% +$1.29K 0.03% 188
2024
Q4 		$485K Buy
3,389
+10
+0.3% +$1.44K 0.03% 181
2024
Q3 		$472K Buy
3,379
+10
+0.3% +$1.34K 0.03% 187
2024
Q2 		$446K Buy
3,369
+8
+0.2% +$1.02K 0.03% 180
2024
Q1 		$430K Buy
3,361
+9
+0.3% +$1.09K 0.03% 200
2023
Q4 		$391K Buy
3,352
+27
+0.8% +$2.94K 0.03% 205
2023
Q3 		$347K Hold
3,325
– – 0.03% 201
2023
Q2 		$360K Buy
3,325
+8
+0.2% +$818 0.03% 202
2023
Q1 		$332K Buy
3,317
+12
+0.4% +$1.17K 0.03% 203
2022
Q4 		$309K Buy
3,305
+29
+0.9% +$2.73K 0.03% 205
2022
Q3 		$287K Hold
3,276
– – 0.03% 212
2022
Q2 		$303K Buy
3,276
+10
+0.3% +$1K 0.03% 209
2022
Q1 		$364K Buy
3,266
+9
+0.3% +$989 0.04% 207
2021
Q4 		$384K Buy
3,257
+20
+0.6% +$2.3K 0.03% 206
2021
Q3 		$349K Hold
3,237
– – 0.04% 214
2021
Q2 		$349K Buy
3,237
+17
+0.5% +$1.79K 0.04% 213
2021
Q1 		$322K Hold
3,220
– – 0.05% 214
2020
Q4 		$304K Buy
3,220
+12
+0.4% +$1.07K 0.05% 205
2020
Q3 		$267K Buy
3,208
+12
+0.4% +$987 0.05% 206
2020
Q2 		$245K Buy
3,196
+26
+0.8% +$1.88K 0.05% 200
2020
Q1 		$200K Hold
3,170
– – 0.05% 200
2019
Q4 		$253K Buy
3,170
+34
+1% +$2.6K 0.05% 207
2019
Q3 		$231K Hold
3,136
– – 0.05% 207
2019
Q2 		$229K Buy
3,136
+16
+0.5% +$1.15K 0.05% 214
2019
Q1 		$220K Buy
+3,120
New +$212K 0.05% 215
2018
Q4 		– Sell
-3,076
Closed -$224K – 237
2018
Q3 		$224K Sell
3,076
-6,962
-69% -$497K 0.05% 219
2018
Q2 		$684K Hold
10,038
– – 0.14% 98
2018
Q1 		$663K Buy
10,038
+10
+0.1% +$683 0.14% 100
2017
Q4 		$670K Sell
10,028
-3,142
-24% -$205K 0.14% 102
2017
Q3 		$830K Sell
13,170
-2,788
-17% -$172K 0.18% 83
2017
Q2 		$968K Hold
15,958
– – 0.22% 72
2017
Q1 		$944K Buy
15,958
+12
+0.1% +$700 0.23% 73
2016
Q4 		$893K Sell
15,946
-52
-0.3% -$2.85K 0.25% 73
2016
Q3 		$868K Sell
15,998
-3,918
-20% -$212K 0.25% 72
2016
Q2 		$1.04M Buy
19,916
+14
+0.1% +$725 0.32% 61
2016
Q1 		$1.02M Buy
19,902
+32
+0.2% +$1.55K 0.35% 59
2015
Q4 		$1.01M Buy
19,870
+14
+0.1% +$720 0.37% 57
2015
Q3 		$958K Buy
19,856
+14
+0.1% +$717 0.36% 66
2015
Q2 		$1.03M Buy
19,842
+12
+0.1% +$638 0.36% 70
2015
Q1 		$1.04M Buy
19,830
+14
+0.1% +$729 0.37% 64
2014
Q4 		$1.03M Buy
19,816
+12
+0.1% +$607 0.38% 62
2014
Q3 		$982K Buy
19,804
+12
+0.1% +$599 0.4% 63
2014
Q2 		$981K Buy
19,792
+6,810
+52% +$327K 0.38% 65
2014
Q1 		$615K Hold
12,982
– – 0.27% 82
2013
Q4 		$606K Buy
+12,982
New +$581K 0.27% 81

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Evanson Asset Management increased its iShares Dow Jones US ETF (IYY) stake by 0.2% in Q1 2026, buying an estimated $1.16K and bringing the position to 3,432 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #187.

Evanson Asset Management first reported a position in IYY in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.04M in Q2 2016. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Evanson Asset Management held 3,432 shares of iShares Dow Jones US ETF worth $544K as of Q1 2026.
  • Evanson Asset Management bought 7 iShares Dow Jones US ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Dow Jones US ETF made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #187 holding.
  • Evanson Asset Management first reported a position in iShares Dow Jones US ETF in Q4 2013 and has held it in 49 quarters since.
  • Evanson Asset Management's iShares Dow Jones US ETF position peaked at $1.04M in Q2 2016.
  • 279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.