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 Q2	$404K	Hold	2,218	–	–	﹤0.01%	610
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moneta Group Investment Advisors's IYY Position: Q2 2026 in Review

Moneta Group Investment Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 2,218 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Moneta Group Investment Advisors first reported a position in IYY in Q3 2023 and has held it in 12 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Moneta Group Investment Advisors held 2,218 shares of iShares Dow Jones US ETF worth $404K as of Q2 2026.
Moneta Group Investment Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #610 holding.
Moneta Group Investment Advisors first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 12 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.