Focus Partners Wealth
IYY icon

Focus Partners Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Focus Partners Wealth’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 		$4.66M Sell
29,438
-671
-2% -$111K 0.01% 960
2025
Q4 		$4.99M Buy
30,109
+14,197
+89% +$2.34M 0.01% 941
2025
Q3 		$2.59M Buy
15,912
+3,050
+24% +$477K ﹤0.01% 942
2025
Q2 		$1.94M Buy
12,862
+270
+2% +$37.6K ﹤0.01% 912
2025
Q1 		$1.71M Sell
12,592
-2,180
-15% -$313K ﹤0.01% 892
2024
Q4 		$2.11M Buy
14,772
+7,186
+95% +$1.03M 0.01% 821
2024
Q3 		$1.06M Sell
7,586
-1,750
-19% -$235K ﹤0.01% 930
2024
Q2 		$1.27M Buy
9,336
+2,150
+30% +$274K ﹤0.01% 753
2024
Q1 		$878K Buy
+7,186
New +$875K 0.01% 629

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 $377B 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 $530B 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

Focus Partners Wealth's IYY Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Dow Jones US ETF (IYY) stake by 2.2% in Q1 2026, selling an estimated $111K and leaving 29,438 shares worth $4.66M. The position accounts for 0.01% of the portfolio, ranked #960.

Focus Partners Wealth first reported a position in IYY in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.99M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Focus Partners Wealth held 29,438 shares of iShares Dow Jones US ETF worth $4.66M as of Q1 2026.
  • Focus Partners Wealth sold 671 iShares Dow Jones US ETF shares in Q1 2026, an estimated $111K.
  • iShares Dow Jones US ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #960 holding.
  • Focus Partners Wealth first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares Dow Jones US ETF position peaked at $4.99M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.