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

Horizon 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	$2.73K	Sell	15 -15	-50%	-$2.65K	﹤0.01%	1254
2026 Q1	$4.75K	Buy	30 +15	+100%	+$2.48K	﹤0.01%	1232
2025 Q4	$2.49K	Hold	15	–	–	﹤0.01%	1199
2025 Q3	$2.44K	Buy	+15	New	+$2.35K	﹤0.01%	1085
2015 Q3	–	Sell	-6,532	Closed	-$340K	–	113
2015 Q2	$340K	Buy	+6,532	New	+$347K	0.03%	59
2014 Q4	–	Sell	-5,560	Closed	-$276K	–	131
2014 Q3	$276K	Buy	5,560 +162	+3%	+$8.08K	0.03%	77
2014 Q2	$268K	Buy	+5,398	New	+$259K	0.03%	88
2014 Q1	–	Sell	-5,860	Closed	-$273K	–	114
2013 Q4	$273K	Sell	5,860 -484	-8%	-$21.7K	0.04%	61
2013 Q3	$270K	Buy	+6,344	New	+$269K	0.06%	55

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horizon Investments's IYY Position: Q2 2026 in Review

Horizon Investments reduced its iShares Dow Jones US ETF (IYY) stake by 50% in Q2 2026, selling an estimated $2.65K and leaving 15 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Horizon Investments first reported a position in IYY in Q3 2013 and has held it in 9 quarters since. The position peaked at $340K in Q2 2015. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Horizon Investments held 15 shares of iShares Dow Jones US ETF worth $2.73K as of Q2 2026.
Horizon Investments sold 15 iShares Dow Jones US ETF shares in Q2 2026, an estimated $2.65K.
iShares Dow Jones US ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1254 holding.
Horizon Investments first reported a position in iShares Dow Jones US ETF in Q3 2013 and has held it in 9 quarters since.
Horizon Investments's iShares Dow Jones US ETF position peaked at $340K in Q2 2015.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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