GRP
IYY icon

Global Retirement Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Global Retirement Partners’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 		$254K Buy
+1,396
New +$246K ﹤0.01% 1429
2025
Q4 		$231K Buy
1,391
+3
+0.2% +$494 ﹤0.01% 1387
2025
Q3 		$225K Buy
1,388
+3
+0.2% +$469 0.01% 1107
2025
Q2 		$209K Buy
+1,385
New +$193K 0.01% 1068
2024
Q4 		$194K Buy
1,359
+3
+0.2% +$432 0.01% 964
2024
Q3 		$189K Buy
1,356
+4
+0.3% +$538 0.01% 932
2024
Q2 		$179K Buy
1,352
+3
+0.2% +$383 0.01% 929
2024
Q1 		$173K Buy
1,349
+227
+20% +$27.6K 0.01% 845
2023
Q4 		$130K Buy
1,122
+5
+0.4% +$544 0.01% 918
2023
Q3 		$116K Buy
1,117
+4
+0.4% +$435 0.01% 872
2023
Q2 		$121K Buy
1,113
+3
+0.3% +$307 0.01% 867
2023
Q1 		$110K Buy
1,110
+4
+0.4% +$391 0.01% 874
2022
Q4 		$103K Buy
1,106
+5
+0.5% +$470 0.01% 803
2022
Q3 		$104K Sell
1,101
-2,359
-68% -$230K 0.01% 761
2022
Q2 		$320K Hold
3,460
– – 0.03% 445
2022
Q1 		$333K Buy
+3,460
New +$380K 0.03% 440
2018
Q2 		– Sell
-18,946
Closed -$1.25M – 1544
2018
Q1 		$1.25M Buy
+18,946
New +$1.29M 0.35% 58
2017
Q4 		– Sell
-11,834
Closed -$746K – 1447
2017
Q3 		$746K Buy
11,834
+11,416
+2,731% +$705K 0.31% 62
2017
Q2 		$25K Buy
+418
New +$25.1K 0.01% 553

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

Global Retirement Partners's IYY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,396 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYY as recently as Q4 2025.

Global Retirement Partners first reported a position in IYY in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2018. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Global Retirement Partners held 1,396 shares of iShares Dow Jones US ETF worth $254K as of Q2 2026.
  • iShares Dow Jones US ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1429 holding.
  • Global Retirement Partners first reported a position in iShares Dow Jones US ETF in Q2 2017 and has held it in 19 quarters since.
  • Global Retirement Partners's iShares Dow Jones US ETF position peaked at $1.25M in Q1 2018.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.