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J.W. Cole Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

J.W. Cole Advisors’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 		$1.03M Buy
+5,635
New +$994K 0.02% 745
2026
Q1 		– Sell
-5,806
Closed -$848K – 1144
2025
Q4 		$848K Sell
5,806
-296
-5% -$48.7K 0.02% 693
2025
Q3 		$991K Buy
6,102
+6
+0.1% +$939 0.02% 721
2025
Q2 		$920K Buy
6,096
+313
+5% +$43.6K 0.02% 695
2025
Q1 		$787K Buy
5,783
+417
+8% +$59.8K 0.02% 611
2024
Q4 		$768K Buy
5,366
+98
+2% +$14.1K 0.03% 494
2024
Q3 		$735K Sell
5,268
-66
-1% -$8.88K 0.03% 473
2024
Q2 		$706K Buy
5,334
+729
+16% +$93K 0.03% 429
2024
Q1 		$590K Buy
4,605
+1
+0% +$122 0.03% 485
2023
Q4 		$537K Sell
4,604
-930
-17% -$101K 0.03% 465
2023
Q3 		$578K Buy
5,534
+158
+3% +$17.2K 0.04% 380
2023
Q2 		$582K Buy
5,376
+2
+0% +$205 0.04% 388
2023
Q1 		$538K Buy
5,374
+2
+0% +$196 0.04% 429
2022
Q4 		$502K Buy
5,372
+1
+0% +$94 0.04% 417
2022
Q3 		$471K Sell
5,371
-298
-5% -$29K 0.04% 413
2022
Q2 		$524K Sell
5,669
-1,764
-24% -$177K 0.04% 398
2022
Q1 		$828K Sell
7,433
-2,922
-28% -$321K 0.06% 323
2021
Q4 		$1.22M Buy
+10,355
New +$1.19M 0.08% 263
2021
Q3 		– Sell
-8,838
Closed -$954K – 634
2021
Q2 		$954K Buy
+8,838
New +$928K 0.08% 279

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

J.W. Cole Advisors's IYY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 5,635 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #745 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYY in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2021. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • J.W. Cole Advisors held 5,635 shares of iShares Dow Jones US ETF worth $1.03M as of Q2 2026.
  • iShares Dow Jones US ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Dow Jones US ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #745 holding.
  • J.W. Cole Advisors first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 19 quarters since.
  • J.W. Cole Advisors's iShares Dow Jones US ETF position peaked at $1.22M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.