Flagship Harbor Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-1,069	Closed	-$177K	–	1480
2025 Q4	$177K	Buy	+1,069	New	+$176K	0.01%	693
2020 Q4	–	Sell	-1,098	Closed	-$91K	–	1138
2020 Q3	$91K	Hold	1,098	–	–	0.01%	681
2020 Q2	$84K	Sell	1,098 -130	-11%	-$9.38K	0.01%	700
2020 Q1	$77K	Hold	1,228	–	–	0.02%	640
2019 Q4	$98K	Buy	1,228 +80	+7%	+$6.12K	0.02%	613
2019 Q3	$84K	Buy	1,148 +140	+14%	+$10.3K	0.02%	635
2019 Q2	$73K	Hold	1,008	–	–	0.02%	651
2019 Q1	$71K	Hold	1,008	–	–	0.01%	657
2018 Q4	$62K	Sell	1,008 -230	-19%	-$15.5K	0.02%	643
2018 Q3	$90K	Hold	1,238	–	–	0.02%	622
2018 Q2	$84K	Buy	+1,238	New	+$83.9K	0.02%	632

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Flagship Harbor Advisors's IYY Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 1,069 shares — an estimated $177K sold.

Flagship Harbor Advisors first reported a position in IYY in Q2 2018 and held it in 11 quarters. The position peaked at $177K in Q4 2025. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,069 iShares Dow Jones US ETF shares in Q1 2026, an estimated $177K.
Flagship Harbor Advisors first reported a position in iShares Dow Jones US ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares Dow Jones US ETF position peaked at $177K in Q4 2025.
279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.