Mariner
IYY icon

Mariner’s iShares Dow Jones US ETF IYY Stock Holding History

Mariner’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 		$2.16M Sell
11,875
-1,598
-12% -$282K ﹤0.01% 1447
2026
Q1 		$2.13M Buy
13,473
+887
+7% +$147K ﹤0.01% 1494
2025
Q4 		$2.09M Sell
12,586
-52
-0.4% -$8.56K ﹤0.01% 1480
2025
Q3 		$2.05M Sell
12,638
-115
-0.9% -$18K ﹤0.01% 1418
2025
Q2 		$1.92M Sell
12,753
-2,746
-18% -$383K ﹤0.01% 1357
2025
Q1 		$2.11M Buy
15,499
+8,482
+121% +$1.22M ﹤0.01% 1211
2024
Q4 		$1M Buy
7,017
+4
+0.1% +$575 ﹤0.01% 1646
2024
Q3 		$979K Sell
7,013
-1,967
-22% -$265K ﹤0.01% 1620
2024
Q2 		$1.19M Buy
8,980
+927
+12% +$118K ﹤0.01% 1396
2024
Q1 		$1.03M Hold
8,053
– – ﹤0.01% 1476
2023
Q4 		$938K Buy
8,053
+88
+1% +$9.57K ﹤0.01% 1476
2023
Q3 		$832K Hold
7,965
– – ﹤0.01% 1426
2023
Q2 		$863K Sell
7,965
-24
-0.3% -$2.46K ﹤0.01% 1393
2023
Q1 		$799K Hold
7,989
– – ﹤0.01% 1397
2022
Q4 		$747K Buy
7,989
+1,970
+33% +$185K ﹤0.01% 1387
2022
Q3 		$528K Buy
+6,019
New +$587K ﹤0.01% 1385
2019
Q3 		– Sell
-3,640
Closed -$266K – 872
2019
Q2 		$266K Buy
+3,640
New +$262K ﹤0.01% 926

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

Mariner's IYY Position: Q2 2026 in Review

Mariner reduced its iShares Dow Jones US ETF (IYY) stake by 12% in Q2 2026, selling an estimated $282K and leaving 11,875 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Mariner first reported a position in IYY in Q2 2019 and has held it in 17 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Mariner held 11,875 shares of iShares Dow Jones US ETF worth $2.16M as of Q2 2026.
  • Mariner sold 1,598 iShares Dow Jones US ETF shares in Q2 2026, an estimated $282K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1447 holding.
  • Mariner first reported a position in iShares Dow Jones US ETF in Q2 2019 and has held it in 17 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.