FHA
IYY icon

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 – 1140
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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