Institute for Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Institute for Wealth Management’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	$12.8K	Buy	+70	New	+$12.3K	﹤0.01%	1258
2020 Q1	–	Sell	-1,568	Closed	-$125K	–	557
2019 Q4	$125K	Buy	+1,568	New	+$120K	0.03%	457
2019 Q3	–	Sell	-3,506	Closed	-$256K	–	450
2019 Q2	$256K	Buy	+3,506	New	+$252K	0.06%	386

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 $7.88B AUM 10.78% 1-Year Est. Return

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

Institute for Wealth Management's IYY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 70 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYY as recently as Q4 2019.

Institute for Wealth Management first reported a position in IYY in Q2 2019 and has held it in 3 quarters since. The position peaked at $256K in Q2 2019. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Institute for Wealth Management held 70 shares of iShares Dow Jones US ETF worth $12.8K as of Q2 2026.
iShares Dow Jones US ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1258 holding.
Institute for Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2019 and has held it in 3 quarters since.
Institute for Wealth Management's iShares Dow Jones US ETF position peaked at $256K in Q2 2019.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.