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HRT Financial’s iShares Dow Jones US ETF IYY Stock Holding History

HRT Financial’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 		$704K Buy
+3,864
New +$682K ﹤0.01% 2395
2024
Q4 		– Sell
-1,909
Closed -$266K – 2821
2024
Q3 		$266K Buy
+1,909
New +$257K ﹤0.01% 1849

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 $7.88B AUM 10.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HRT Financial's IYY Position: Q2 2026 in Review

HRT Financial opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 3,864 shares worth $704K. The stake represents ﹤0.01% of the portfolio and ranks #2395 among its holdings. This is a return to the name: HRT Financial previously reported a position in IYY as recently as Q3 2024.

HRT Financial first reported a position in IYY in Q3 2024 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • HRT Financial held 3,864 shares of iShares Dow Jones US ETF worth $704K as of Q2 2026.
  • iShares Dow Jones US ETF was a new HRT Financial position in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2395 holding.
  • HRT Financial first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.