Freestone Capital Holdings’s iShares Dow Jones US ETF IYY Stock Holding History

Freestone Capital 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 Q1	$237K	Hold	1,495	–	–	0.01%	488
2025 Q4	$248K	Sell	1,495 -1,665	-53%	-$274K	0.01%	468
2025 Q3	$513K	Buy	3,160 +200	+7%	+$31.3K	0.02%	341
2025 Q2	$447K	Hold	2,960	–	–	0.02%	309
2025 Q1	$403K	Hold	2,960	–	–	0.02%	311
2024 Q4	$424K	Buy	+2,960	New	+$426K	0.01%	306

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Freestone Capital Holdings's IYY Position: Q1 2026 in Review

Freestone Capital Holdings held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,495 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #488.

Freestone Capital Holdings first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $513K in Q3 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Freestone Capital Holdings held 1,495 shares of iShares Dow Jones US ETF worth $237K as of Q1 2026.
Freestone Capital Holdings left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #488 holding.
Freestone Capital Holdings first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
Freestone Capital Holdings's iShares Dow Jones US ETF position peaked at $513K in Q3 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.