Great Lakes Retirement’s iShares Dow Jones US ETF IYY Stock Holding History

Great Lakes Retirement’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	$241K	Sell	1,523 -4	-0.3%	-$662	0.03%	205
2025 Q4	$253K	Sell	1,527 -15	-1%	-$2.47K	0.03%	204
2025 Q3	$251K	Sell	1,542 -20	-1%	-$3.13K	0.03%	191
2025 Q2	$236K	Sell	1,562 -828	-35%	-$115K	0.03%	199
2025 Q1	$325K	Sell	2,390 -20	-0.8%	-$2.87K	0.04%	187
2024 Q4	$345K	Sell	2,410 -787	-25%	-$113K	0.04%	183
2024 Q3	$446K	Hold	3,197	–	–	0.06%	173
2024 Q2	$423K	Buy	+3,197	New	+$408K	0.06%	169

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

Great Lakes Retirement's IYY Position: Q1 2026 in Review

Great Lakes Retirement reduced its iShares Dow Jones US ETF (IYY) stake by 0.26% in Q1 2026, selling an estimated $662 and leaving 1,523 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #205.

Great Lakes Retirement first reported a position in IYY in Q2 2024 and has held it in 8 quarters since. The position peaked at $446K in Q3 2024. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Great Lakes Retirement held 1,523 shares of iShares Dow Jones US ETF worth $241K as of Q1 2026.
Great Lakes Retirement sold 4 iShares Dow Jones US ETF shares in Q1 2026, an estimated $662.
iShares Dow Jones US ETF made up 0.03% of Great Lakes Retirement's portfolio in Q1 2026, its #205 holding.
Great Lakes Retirement first reported a position in iShares Dow Jones US ETF in Q2 2024 and has held it in 8 quarters since.
Great Lakes Retirement's iShares Dow Jones US ETF position peaked at $446K in Q3 2024.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.