Great Valley Advisor Group
IYY icon

Great Valley Advisor Group’s iShares Dow Jones US ETF IYY Stock Holding History

Great Valley Advisor Group’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
Q3 		$377K Sell
2,033
-181
-8% -$33.5K 0.01% 858
2026
Q2 		$404K Sell
2,214
-387
-15% -$68.3K 0.01% 785
2026
Q1 		$412K Sell
2,601
-15
-0.6% -$2.48K 0.01% 734
2025
Q4 		$434K Sell
2,616
-68
-3% -$11.2K 0.01% 670
2025
Q3 		$436K Sell
2,684
-50
-2% -$7.82K 0.01% 662
2025
Q2 		$412K Sell
2,734
-2,179
-44% -$304K 0.01% 659
2025
Q1 		$669K Sell
4,913
-42
-0.8% -$6.03K 0.01% 525
2024
Q4 		$709K Sell
4,955
-453
-8% -$65.2K 0.02% 507
2024
Q3 		$755K Sell
5,408
-431
-7% -$58K 0.02% 477
2024
Q2 		$773K Sell
5,839
-175
-3% -$22.3K 0.02% 441
2024
Q1 		$770K Sell
6,014
-1,010
-14% -$123K 0.02% 416
2023
Q4 		$819K Sell
7,024
-6,853
-49% -$745K 0.03% 367
2023
Q3 		$1.45M Sell
13,877
-23,356
-63% -$2.54M 0.06% 263
2023
Q2 		$4.03M Sell
37,233
-8,657
-19% -$885K 0.17% 146
2023
Q1 		$4.59M Sell
45,890
-12,713
-22% -$1.24M 0.21% 121
2022
Q4 		$5.48M Buy
58,603
+53,826
+1,127% +$5.06M 0.28% 90
2022
Q3 		$419K Sell
4,777
-135
-3% -$13.2K 0.02% 460
2022
Q2 		$454K Sell
4,912
-490
-9% -$49.2K 0.03% 450
2022
Q1 		$602K Sell
5,402
-1,252
-19% -$138K 0.04% 361
2021
Q4 		$784K Buy
6,654
+731
+12% +$83.9K 0.05% 306
2021
Q3 		$639K Buy
5,923
+660
+13% +$73.2K 0.04% 313
2021
Q2 		$568K Buy
+5,263
New +$553K 0.04% 319

Other funds holding IYY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steinberganna Wealth Management
Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Great Valley Advisor Group's IYY Position: Q3 2026 in Review

Great Valley Advisor Group reduced its iShares Dow Jones US ETF (IYY) stake by 8.2% in Q3 2026, selling an estimated $33.5K and leaving 2,033 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #858.

Great Valley Advisor Group first reported a position in IYY in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.48M in Q4 2022. 167 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Great Valley Advisor Group held 2,033 shares of iShares Dow Jones US ETF worth $377K as of Q3 2026.
  • Great Valley Advisor Group sold 181 iShares Dow Jones US ETF shares in Q3 2026, an estimated $33.5K.
  • iShares Dow Jones US ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #858 holding.
  • Great Valley Advisor Group first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 22 quarters since.
  • Great Valley Advisor Group's iShares Dow Jones US ETF position peaked at $5.48M in Q4 2022.
  • 167 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.