HI
IYY icon

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
Q2 		$399K Buy
2,187
+4
+0.2% +$706 0.01% 1228
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
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

Harbour Investments's IYY Position: Q2 2026 in Review

Harbour Investments increased its iShares Dow Jones US ETF (IYY) stake by 0.18% in Q2 2026, buying an estimated $706 and bringing the position to 2,187 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1228.

Harbour Investments first reported a position in IYY in Q1 2021 and has held it in 21 quarters since. 291 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Harbour Investments held 2,187 shares of iShares Dow Jones US ETF worth $399K as of Q2 2026.
  • Harbour Investments bought 4 iShares Dow Jones US ETF shares in Q2 2026, an estimated $706.
  • iShares Dow Jones US ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1228 holding.
  • Harbour Investments first reported a position in iShares Dow Jones US ETF in Q1 2021 and has held it in 21 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.