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Laurel Wealth Advisors (North Carolina)’s iShares Dow Jones US ETF IYY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-28
Closed -$4.64K – 428
2025
Q4 		$4.64K Buy
+28
New +$4.61K ﹤0.01% 546
2025
Q2 		– Sell
-28
Closed -$3.81K – 443
2025
Q1 		$3.81K Hold
28
– – ﹤0.01% 559
2024
Q4 		$4.01K Sell
28
-800
-97% -$115K ﹤0.01% 577
2024
Q3 		$116K Sell
828
-1,000
-55% -$135K 0.02% 223
2024
Q2 		$242K Hold
1,828
– – 0.04% 162
2024
Q1 		$234K Hold
1,828
– – 0.04% 165
2023
Q4 		$213K Hold
1,828
– – 0.04% 171
2023
Q3 		$191K Hold
1,828
– – 0.04% 174
2023
Q2 		$198K Hold
1,828
– – 0.04% 174
2023
Q1 		$183K Hold
1,828
– – 0.04% 177
2022
Q4 		$171K Hold
1,828
– – 0.04% 172
2022
Q3 		$160K Hold
1,828
– – 0.04% 173
2022
Q2 		$169K Hold
1,828
– – 0.04% 171
2022
Q1 		$204K Hold
1,828
– – 0.04% 170
2021
Q4 		$215K Hold
1,828
– – 0.04% 163
2021
Q3 		$197K Sell
1,828
-700
-28% -$77.6K 0.04% 167
2021
Q2 		$273K Buy
2,528
+2,500
+8,929% +$263K 0.06% 150
2021
Q1 		$3K Hold
28
– – ﹤0.01% 564
2020
Q4 		$3K Hold
28
– – ﹤0.01% 519
2020
Q3 		$2K Hold
28
– – ﹤0.01% 482
2020
Q2 		$2K Hold
28
– – ﹤0.01% 472
2020
Q1 		$2K Hold
28
– – ﹤0.01% 473
2019
Q4 		$2K Hold
28
– – ﹤0.01% 494
2019
Q3 		$2K Sell
28
-92
-77% -$6.77K ﹤0.01% 477
2019
Q2 		$9K Buy
120
+92
+329% +$6.61K ﹤0.01% 386
2019
Q1 		$2K Hold
28
– – ﹤0.01% 459
2018
Q4 		$2K Buy
+28
New +$1.88K ﹤0.01% 461

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IYY Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 28 shares — an estimated $4.64K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IYY in Q4 2018 and held it in 27 quarters. The position peaked at $273K in Q2 2021. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 28 iShares Dow Jones US ETF shares in Q1 2026, an estimated $4.64K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Dow Jones US ETF position peaked at $273K in Q2 2021.
  • 279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.