Moneta Group Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Moneta Group Investment 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 Q1	$351K	Hold	2,218	–	–	﹤0.01%	592
2025 Q4	$368K	Hold	2,218	–	–	﹤0.01%	581
2025 Q3	$360K	Hold	2,218	–	–	﹤0.01%	573
2025 Q2	$335K	Hold	2,218	–	–	﹤0.01%	532
2025 Q1	$302K	Buy	2,218 +18	+0.8%	+$2.58K	﹤0.01%	525
2024 Q4	$315K	Hold	2,200	–	–	﹤0.01%	520
2024 Q3	$307K	Hold	2,200	–	–	﹤0.01%	512
2024 Q2	$291K	Hold	2,200	–	–	﹤0.01%	491
2024 Q1	$282K	Sell	2,200 -20	-0.9%	-$2.43K	﹤0.01%	506
2023 Q4	$259K	Hold	2,220	–	–	0.01%	477
2023 Q3	$232K	Buy	+2,220	New	+$241K	0.01%	456

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 $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Moneta Group Investment Advisors's IYY Position: Q1 2026 in Review

Moneta Group Investment Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 2,218 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Moneta Group Investment Advisors first reported a position in IYY in Q3 2023 and has held it in 11 quarters since. The position peaked at $368K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Moneta Group Investment Advisors held 2,218 shares of iShares Dow Jones US ETF worth $351K as of Q1 2026.
Moneta Group Investment Advisors left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #592 holding.
Moneta Group Investment Advisors first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 11 quarters since.
Moneta Group Investment Advisors's iShares Dow Jones US ETF position peaked at $368K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.