Harbour Investments’s iShares Dow Jones US ETF IYY Stock Holding History

Harbour Investments’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	$346K	Buy	2,183 +2,088	+2,198%	+$345K	0.01%	1226
2025 Q4	$15.8K	Hold	95	–	–	﹤0.01%	2531
2025 Q3	$15.4K	Hold	95	–	–	﹤0.01%	2477
2025 Q2	$14.3K	Hold	95	–	–	﹤0.01%	2385
2025 Q1	$12.9K	Hold	95	–	–	﹤0.01%	2391
2024 Q4	$13.6K	Buy	95 +55	+138%	+$7.91K	﹤0.01%	2308
2024 Q3	$5.58K	Hold	40	–	–	﹤0.01%	2591
2024 Q2	$5.29K	Hold	40	–	–	﹤0.01%	2493
2024 Q1	$5.12K	Hold	40	–	–	﹤0.01%	2474
2023 Q4	$4.66K	Hold	40	–	–	﹤0.01%	2435
2023 Q3	$4.18K	Hold	40	–	–	﹤0.01%	2334
2023 Q2	$4.33K	Hold	40	–	–	﹤0.01%	2326
2023 Q1	$4K	Hold	40	–	–	﹤0.01%	2357
2022 Q4	$3.74K	Hold	40	–	–	﹤0.01%	2320
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	2243
2022 Q2	$4K	Buy	+40	New	+$4.02K	﹤0.01%	2243
2021 Q4	$5K	Sell	40 -366	-90%	-$42K	﹤0.01%	2173
2021 Q3	$44K	Sell	406 -99	-20%	-$11K	﹤0.01%	1845
2021 Q2	$55K	Sell	505 -29	-5%	-$3.05K	﹤0.01%	1761
2021 Q1	$53K	Buy	+534	New	+$52.1K	﹤0.01%	1668

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

Harbour Investments's IYY Position: Q1 2026 in Review

Harbour Investments increased its iShares Dow Jones US ETF (IYY) stake by 2,198% in Q1 2026, buying an estimated $345K and bringing the position to 2,183 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1226.

Harbour Investments first reported a position in IYY in Q1 2021 and has held it in 20 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Harbour Investments held 2,183 shares of iShares Dow Jones US ETF worth $346K as of Q1 2026.
Harbour Investments bought 2,088 iShares Dow Jones US ETF shares in Q1 2026, an estimated $345K.
iShares Dow Jones US ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1226 holding.
Harbour Investments first reported a position in iShares Dow Jones US ETF in Q1 2021 and has held it in 20 quarters since.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.