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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
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 $1.66T 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

Johnson Investment Counsel's IYY Position: Q1 2026 in Review

Johnson Investment Counsel sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 1,245 shares — an estimated $206K sold.

Johnson Investment Counsel first reported a position in IYY in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Johnson Investment Counsel reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 1,245 iShares Dow Jones US ETF shares in Q1 2026, an estimated $206K.
  • Johnson Investment Counsel first reported a position in iShares Dow Jones US ETF in Q3 2025 and held it in 2 quarters.
  • Johnson Investment Counsel's iShares Dow Jones US ETF position peaked at $206K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.