MTM Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

MTM Investment Management’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	$49.2K	Hold	270	–	–	0.01%	344
2026 Q1	$42.8K	Hold	270	–	–	0.01%	350
2025 Q4	$44.8K	Hold	270	–	–	0.01%	349
2025 Q3	$43.9K	Hold	270	–	–	0.01%	353
2025 Q2	$40.7K	Hold	270	–	–	0.01%	358
2025 Q1	$36.9K	Hold	270	–	–	0.01%	230
2024 Q4	$38.6K	Hold	270	–	–	0.01%	223
2024 Q3	$37.6K	Hold	270	–	–	0.01%	227
2024 Q2	$35.7K	Hold	270	–	–	0.01%	222
2024 Q1	$34.6K	Hold	270	–	–	0.01%	230
2023 Q4	$31.5K	Sell	270 -156	-37%	-$17K	0.01%	221
2023 Q3	$44.5K	Sell	426 -200	-32%	-$21.7K	0.02%	205
2023 Q2	$67.8K	Hold	626	–	–	0.03%	206
2023 Q1	$62.6K	Hold	626	–	–	0.03%	209
2022 Q4	$58.5K	Sell	626 -70	-10%	-$6.58K	0.03%	209
2022 Q3	$61K	Hold	696	–	–	0.03%	203
2022 Q2	$65K	Hold	696	–	–	0.04%	205
2022 Q1	$78K	Sell	696 -138	-17%	-$15.2K	0.04%	217
2021 Q4	$98K	Sell	834 -200	-19%	-$23K	0.05%	211
2021 Q3	$112K	Hold	1,034	–	–	0.06%	187
2021 Q2	$112K	Hold	1,034	–	–	0.06%	185
2021 Q1	$103K	Hold	1,034	–	–	0.06%	179
2020 Q4	$98K	Buy	+1,034	New	+$91.9K	0.06%	170

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

MTM Investment Management's IYY Position: Q2 2026 in Review

MTM Investment Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 270 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #344.

MTM Investment Management first reported a position in IYY in Q4 2020 and has held it in 23 quarters since. The position peaked at $112K in Q3 2021. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

MTM Investment Management held 270 shares of iShares Dow Jones US ETF worth $49.2K as of Q2 2026.
MTM Investment Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #344 holding.
MTM Investment Management first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's iShares Dow Jones US ETF position peaked at $112K in Q3 2021.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.