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MAI Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

MAI Capital Management’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 		$6.17M Buy
33,871
+2,580
+8% +$455K 0.02% 431
2026
Q1 		$4.96M Sell
31,291
-1,474
-4% -$244K 0.03% 408
2025
Q4 		$5.43M Buy
32,765
+32,475
+11,198% +$5.34M 0.03% 379
2025
Q3 		$47.1K Hold
290
– – ﹤0.01% 1964
2025
Q2 		$43.8K Hold
290
– – ﹤0.01% 1939
2025
Q1 		$39.5K Hold
290
– – ﹤0.01% 1863
2024
Q4 		$41.5K Buy
+290
New +$41.7K ﹤0.01% 1871

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 $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAI Capital Management's IYY Position: Q2 2026 in Review

MAI Capital Management increased its iShares Dow Jones US ETF (IYY) stake by 8.2% in Q2 2026, buying an estimated $455K and bringing the position to 33,871 shares worth $6.17M. The position accounts for 0.02% of the portfolio, ranked #431.

MAI Capital Management first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • MAI Capital Management held 33,871 shares of iShares Dow Jones US ETF worth $6.17M as of Q2 2026.
  • MAI Capital Management bought 2,580 iShares Dow Jones US ETF shares in Q2 2026, an estimated $455K.
  • iShares Dow Jones US ETF made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #431 holding.
  • MAI Capital Management first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.