Kovitz Investment Group Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Kovitz Investment Group Partners’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	$1.16M	Buy	6,353 +12	+0.2%	+$2.12K	0.03%	296
2026 Q1	$1M	Buy	6,341 +14	+0.2%	+$2.32K	0.02%	321
2025 Q4	$1.05M	Sell	6,327 -7,859	-55%	-$1.29M	0.02%	316
2025 Q3	$2.3M	Sell	14,186 -609	-4%	-$95.3K	0.01%	622
2025 Q2	$2.23M	Hold	14,795	–	–	0.01%	609
2025 Q1	$2.01M	Hold	14,795	–	–	0.01%	583
2024 Q4	$2.12M	Sell	14,795 -1,398	-9%	-$201K	0.01%	560
2024 Q3	$2.26M	Buy	+16,193	New	+$2.18M	0.02%	479

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovitz Investment Group Partners's IYY Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares Dow Jones US ETF (IYY) stake by 0.19% in Q2 2026, buying an estimated $2.12K and bringing the position to 6,353 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #296.

Kovitz Investment Group Partners first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Kovitz Investment Group Partners held 6,353 shares of iShares Dow Jones US ETF worth $1.16M as of Q2 2026.
Kovitz Investment Group Partners bought 12 iShares Dow Jones US ETF shares in Q2 2026, an estimated $2.12K.
iShares Dow Jones US ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #296 holding.
Kovitz Investment Group Partners first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's iShares Dow Jones US ETF position peaked at $2.3M in Q3 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.