Glassman Wealth Services’s iShares Dow Jones US ETF IYY Stock Holding History

Glassman Wealth Services’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	$36.5K	Hold	200	–	–	﹤0.01%	158
2026 Q1	$31.7K	Hold	200	–	–	﹤0.01%	130
2025 Q4	$33.2K	Hold	200	–	–	﹤0.01%	134
2025 Q3	$32.5K	Hold	200	–	–	﹤0.01%	121
2025 Q2	$30.2K	Hold	200	–	–	﹤0.01%	123
2025 Q1	$27.2K	Hold	200	–	–	﹤0.01%	124
2024 Q4	$28.6K	Hold	200	–	–	﹤0.01%	122
2024 Q3	$27.9K	Hold	200	–	–	﹤0.01%	123
2024 Q2	$26.5K	Hold	200	–	–	﹤0.01%	129
2024 Q1	$25.6K	Hold	200	–	–	0.01%	135
2023 Q4	$23.3K	Sell	200 -76	-28%	-$8.26K	﹤0.01%	648
2023 Q3	$28.8K	Hold	276	–	–	﹤0.01%	566
2023 Q2	$29.9K	Hold	276	–	–	﹤0.01%	533
2023 Q1	$27.6K	Sell	276 -24	-8%	-$2.35K	﹤0.01%	553
2022 Q4	$28K	Hold	300	–	–	0.01%	571
2022 Q3	$26K	Hold	300	–	–	0.01%	551
2022 Q2	$28K	Hold	300	–	–	0.01%	532
2022 Q1	$33K	Hold	300	–	–	0.01%	501
2021 Q4	$35K	Hold	300	–	–	0.01%	458
2021 Q3	$32K	Hold	300	–	–	0.01%	453
2021 Q2	$32K	Hold	300	–	–	0.01%	443
2021 Q1	$30K	Hold	300	–	–	0.01%	426
2020 Q4	$28K	Hold	300	–	–	0.01%	439
2020 Q3	$25K	Hold	300	–	–	0.01%	406
2020 Q2	$23K	Hold	300	–	–	0.01%	363
2020 Q1	$19K	Buy	300 +100	+50%	+$7.55K	0.01%	351
2019 Q4	$16K	Hold	200	–	–	0.01%	413
2019 Q3	$15K	Hold	200	–	–	0.01%	395
2019 Q2	$15K	Hold	200	–	–	0.01%	400
2019 Q1	$14K	Hold	200	–	–	0.01%	409
2018 Q4	$12K	Buy	+200	New	+$13.5K	0.01%	350

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Glassman Wealth Services's IYY Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 200 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Glassman Wealth Services first reported a position in IYY in Q4 2018 and has held it in 31 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Glassman Wealth Services held 200 shares of iShares Dow Jones US ETF worth $36.5K as of Q2 2026.
Glassman Wealth Services left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #158 holding.
Glassman Wealth Services first reported a position in iShares Dow Jones US ETF in Q4 2018 and has held it in 31 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.