Janney Montgomery Scott
IYY icon

Janney Montgomery Scott’s iShares Dow Jones US ETF IYY Stock Holding History

Janney Montgomery Scott’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 		$734K Sell
4,629
-98
-2% -$16.2K ﹤0.01% 1820
2025
Q4 		$784K Buy
4,727
+2
+0% +$329 ﹤0.01% 1888
2025
Q3 		$768K Buy
4,725
+105
+2% +$16.4K ﹤0.01% 1889
2025
Q2 		$697K Buy
4,620
+62
+1% +$8.64K ﹤0.01% 1809
2025
Q1 		$620K Buy
4,558
+199
+5% +$28.6K ﹤0.01% 1841
2024
Q4 		$624K Buy
+4,359
New +$627K ﹤0.01% 1857
2024
Q3 		– Sell
-4,186
Closed -$554K – 2762
2024
Q2 		$554K Sell
4,186
-998
-19% -$127K ﹤0.01% 1809
2024
Q1 		$664K Buy
5,184
+2,793
+117% +$340K ﹤0.01% 1768
2023
Q4 		$279K Sell
2,391
-556
-19% -$60.4K ﹤0.01% 2262
2023
Q3 		$308K Buy
2,947
+1,060
+56% +$115K ﹤0.01% 2119
2023
Q2 		$205K Sell
1,887
-322
-15% -$32.9K ﹤0.01% 2447
2023
Q1 		$221K Buy
2,209
+3
+0.1% +$293 ﹤0.01% 2231
2022
Q4 		$206K Sell
2,206
-107
-5% -$10.1K ﹤0.01% 2358
2022
Q3 		$203K Buy
2,313
+5
+0.2% +$487 ﹤0.01% 2284
2022
Q2 		$216K Buy
2,308
+92
+4% +$9.24K ﹤0.01% 2094
2022
Q1 		$247K Sell
2,216
-492
-18% -$54K ﹤0.01% 1981
2021
Q4 		$319K Buy
2,708
+3
+0.1% +$344 ﹤0.01% 1965
2021
Q3 		$292K Buy
2,705
+458
+20% +$50.8K ﹤0.01% 1976
2021
Q2 		$243K Buy
+2,247
New +$236K ﹤0.01% 2027
2015
Q1 		– Sell
-5,916
Closed -$306K – 2416
2014
Q4 		$306K Buy
+5,916
New +$299K 0.01% 1678

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

Janney Montgomery Scott's IYY Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares Dow Jones US ETF (IYY) stake by 2.1% in Q1 2026, selling an estimated $16.2K and leaving 4,629 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Janney Montgomery Scott first reported a position in IYY in Q4 2014 and has held it in 20 quarters since. The position peaked at $784K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Janney Montgomery Scott held 4,629 shares of iShares Dow Jones US ETF worth $734K as of Q1 2026.
  • Janney Montgomery Scott sold 98 iShares Dow Jones US ETF shares in Q1 2026, an estimated $16.2K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1820 holding.
  • Janney Montgomery Scott first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 20 quarters since.
  • Janney Montgomery Scott's iShares Dow Jones US ETF position peaked at $784K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.