JWCA
IYY icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

J.W. Cole Advisors's IYY Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 5,806 shares — an estimated $848K sold.

J.W. Cole Advisors first reported a position in IYY in Q2 2021 and held it in 18 quarters. The position peaked at $1.22M in Q4 2021. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,806 iShares Dow Jones US ETF shares in Q1 2026, an estimated $848K.
  • J.W. Cole Advisors first reported a position in iShares Dow Jones US ETF in Q2 2021 and held it in 18 quarters.
  • J.W. Cole Advisors's iShares Dow Jones US ETF position peaked at $1.22M in Q4 2021.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.