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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mariner's IYY Position: Q1 2026 in Review

Mariner increased its iShares Dow Jones US ETF (IYY) stake by 7% in Q1 2026, buying an estimated $147K and bringing the position to 13,473 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Mariner first reported a position in IYY in Q2 2019 and has held it in 16 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Mariner held 13,473 shares of iShares Dow Jones US ETF worth $2.13M as of Q1 2026.
  • Mariner bought 887 iShares Dow Jones US ETF shares in Q1 2026, an estimated $147K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1494 holding.
  • Mariner first reported a position in iShares Dow Jones US ETF in Q2 2019 and has held it in 16 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.