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MBA Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

MBA Advisors’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 		$335K Buy
1,839
+3
+0.2% +$529 0.11% 114
2026
Q1 		$291K Buy
1,836
+4
+0.2% +$662 0.11% 115
2025
Q4 		$304K Buy
1,832
+316
+21% +$52K 0.12% 110
2025
Q3 		$246K Buy
+1,516
New +$237K 0.11% 124

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

MBA Advisors's IYY Position: Q2 2026 in Review

MBA Advisors increased its iShares Dow Jones US ETF (IYY) stake by 0.16% in Q2 2026, buying an estimated $529 and bringing the position to 1,839 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #114.

MBA Advisors first reported a position in IYY in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • MBA Advisors held 1,839 shares of iShares Dow Jones US ETF worth $335K as of Q2 2026.
  • MBA Advisors bought 3 iShares Dow Jones US ETF shares in Q2 2026, an estimated $529.
  • iShares Dow Jones US ETF made up 0.11% of MBA Advisors's portfolio in Q2 2026, its #114 holding.
  • MBA Advisors first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.