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Johnson Investment Counsel’s iShares Dow Jones US ETF IYY Stock Holding History

Johnson Investment Counsel’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 		$227K Buy
+1,245
New +$220K ﹤0.01% 801
2026
Q1 		– Sell
-1,245
Closed -$206K – 850
2025
Q4 		$206K Hold
1,245
– – ﹤0.01% 768
2025
Q3 		$202K Buy
+1,245
New +$195K ﹤0.01% 801

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

Johnson Investment Counsel's IYY Position: Q2 2026 in Review

Johnson Investment Counsel opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2026: 1,245 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Johnson Investment Counsel previously reported a position in IYY as recently as Q4 2025.

Johnson Investment Counsel first reported a position in IYY in Q3 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Johnson Investment Counsel held 1,245 shares of iShares Dow Jones US ETF worth $227K as of Q2 2026.
  • iShares Dow Jones US ETF was a new Johnson Investment Counsel position in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #801 holding.
  • Johnson Investment Counsel first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.