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Kilter Group’s iShares Dow Jones US ETF IYY Stock Holding History

Kilter Group’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 		$365 Hold
2
– – ﹤0.01% 1425
2026
Q1 		$317 Hold
2
– – ﹤0.01% 1430
2025
Q4 		$332 Hold
2
– – ﹤0.01% 1248
2025
Q3 		$325 Hold
2
– – ﹤0.01% 1123
2025
Q2 		$302 Buy
+2
New +$279 ﹤0.01% 1057

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

Kilter Group's IYY Position: Q2 2026 in Review

Kilter Group held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Kilter Group first reported a position in IYY in Q2 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Kilter Group held 2 shares of iShares Dow Jones US ETF worth $365 as of Q2 2026.
  • Kilter Group left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1425 holding.
  • Kilter Group first reported a position in iShares Dow Jones US ETF in Q2 2025 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.