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

Garner Asset Management Corp’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
Q2 		$310K Buy
1,703
+3
+0.2% +$529 0.1% 145
2026
Q1 		$269K Buy
1,700
+3
+0.2% +$496 0.11% 141
2025
Q4 		$281K Buy
1,697
+4
+0.2% +$658 0.11% 141
2025
Q3 		$275K Buy
1,693
+4
+0.2% +$626 0.11% 137
2025
Q2 		$255K Buy
1,689
+3
+0.2% +$418 0.12% 136
2025
Q1 		$229K Sell
1,686
-236
-12% -$33.9K 0.1% 146
2024
Q4 		$275K Buy
1,922
+5
+0.3% +$719 0.12% 131
2024
Q3 		$268K Buy
1,917
+4
+0.2% +$538 0.12% 135
2024
Q2 		$253K Sell
1,913
-2,107
-52% -$269K 0.12% 136
2024
Q1 		$515K Buy
4,020
+9
+0.2% +$1.09K 0.25% 110
2023
Q4 		$487K Buy
4,011
+28
+0.7% +$3.04K 0.24% 102
2023
Q3 		$416K Hold
3,983
– – 0.24% 107
2023
Q2 		$431K Buy
3,983
+9
+0.2% +$921 0.24% 110
2023
Q1 		$398K Buy
3,974
+8
+0.2% +$782 0.18% 128
2022
Q4 		$371K Buy
3,966
+31
+0.8% +$2.92K 0.18% 128
2022
Q3 		$345K Sell
3,935
-682
-15% -$66.5K 0.18% 127
2022
Q2 		$426K Buy
4,617
+692
+18% +$69.5K 0.18% 132
2022
Q1 		$437K Buy
3,925
+9
+0.2% +$989 0.17% 135
2021
Q4 		$462K Buy
3,916
+23
+0.6% +$2.64K 0.19% 131
2021
Q3 		$420K Hold
3,893
– – 0.19% 134
2021
Q2 		$420K Buy
3,893
+19
+0.5% +$2K 0.2% 132
2021
Q1 		$387K Hold
3,874
– – 0.2% 129
2020
Q4 		$365K Buy
3,874
+8
+0.2% +$711 0.2% 127
2020
Q3 		$322K Buy
3,866
+14
+0.4% +$1.15K 0.21% 123
2020
Q2 		$295K Buy
3,852
+320
+9% +$23.1K 0.22% 120
2020
Q1 		$223K Buy
+3,532
New +$267K 0.2% 119

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Garner Asset Management Corp's IYY Position: Q2 2026 in Review

Garner Asset Management Corp increased its iShares Dow Jones US ETF (IYY) stake by 0.18% in Q2 2026, buying an estimated $529 and bringing the position to 1,703 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #145.

Garner Asset Management Corp first reported a position in IYY in Q1 2020 and has held it in 26 quarters since. The position peaked at $515K in Q1 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Garner Asset Management Corp held 1,703 shares of iShares Dow Jones US ETF worth $310K as of Q2 2026.
  • Garner Asset Management Corp bought 3 iShares Dow Jones US ETF shares in Q2 2026, an estimated $529.
  • iShares Dow Jones US ETF made up 0.1% of Garner Asset Management Corp's portfolio in Q2 2026, its #145 holding.
  • Garner Asset Management Corp first reported a position in iShares Dow Jones US ETF in Q1 2020 and has held it in 26 quarters since.
  • Garner Asset Management Corp's iShares Dow Jones US ETF position peaked at $515K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Garner Asset Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.