Main Street Research’s iShares Dow Jones US ETF IYY Stock Holding History

Main Street Research’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	$229K	Hold	1,446	–	–	0.01%	131
2025 Q4	$240K	Hold	1,446	–	–	0.01%	123
2025 Q3	$235K	Hold	1,446	–	–	0.01%	119
2025 Q2	$218K	Buy	+1,446	New	+$201K	0.01%	110
2025 Q1	–	Sell	-1,446	Closed	-$207K	–	116
2024 Q4	$207K	Hold	1,446	–	–	0.01%	106
2024 Q3	$202K	Buy	+1,446	New	+$195K	0.01%	105
2024 Q2	–	Sell	-3,020	Closed	-$387K	–	107
2024 Q1	$387K	Sell	3,020 -384	-11%	-$46.7K	0.03%	76
2023 Q4	$397K	Buy	+3,404	New	+$370K	0.03%	74

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Main Street Research's IYY Position: Q1 2026 in Review

Main Street Research held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,446 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #131.

Main Street Research first reported a position in IYY in Q4 2023 and has held it in 8 quarters since. The position peaked at $397K in Q4 2023. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Main Street Research held 1,446 shares of iShares Dow Jones US ETF worth $229K as of Q1 2026.
Main Street Research left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.01% of Main Street Research's portfolio in Q1 2026, its #131 holding.
Main Street Research first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 8 quarters since.
Main Street Research's iShares Dow Jones US ETF position peaked at $397K in Q4 2023.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Main Street Research's 13F filing for Q1 2026, filed 30 Apr 2026.