Mutual Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $757K | Buy |
4,153
+3
| +0.1% | +$529 | 0.01% | 753 |
|
|
2026
Q1 | $658K | Sell |
4,150
-324
| -7% | -$53.6K | 0.01% | 764 |
|
|
2025
Q4 | $742K | Sell |
4,474
-389
| -8% | -$64K | 0.02% | 697 |
|
|
2025
Q3 | $797K | Sell |
4,863
-965
| -17% | -$151K | 0.02% | 660 |
|
|
2025
Q2 | $906K | Sell |
5,828
-1,110
| -16% | -$155K | 0.02% | 553 |
|
|
2025
Q1 | $931K | Sell |
6,938
-140
| -2% | -$20.1K | 0.03% | 470 |
|
|
2024
Q4 | $1.03M | Sell |
7,078
-315
| -4% | -$45.3K | 0.03% | 473 |
|
|
2024
Q3 | $1.04M | Sell |
7,393
-105
| -1% | -$14.1K | 0.03% | 472 |
|
|
2024
Q2 | $996K | Sell |
7,498
-373
| -5% | -$47.6K | 0.03% | 488 |
|
|
2024
Q1 | $1.01M | Sell |
7,871
-34
| -0.4% | -$4.14K | 0.03% | 468 |
|
|
2023
Q4 | $921K | Sell |
7,905
-1,238
| -14% | -$135K | 0.03% | 479 |
|
|
2023
Q3 | $955K | Sell |
9,143
-111
| -1% | -$12.1K | 0.04% | 437 |
|
|
2023
Q2 | $1M | Buy |
9,254
+23
| +0.2% | +$2.35K | 0.04% | 433 |
|
|
2023
Q1 | $924K | Sell |
9,231
-95
| -1% | -$9.29K | 0.04% | 446 |
|
|
2022
Q4 | $871K | Sell |
9,326
-409
| -4% | -$38.5K | 0.04% | 442 |
|
|
2022
Q3 | $854K | Sell |
9,735
-87
| -0.9% | -$8.48K | 0.04% | 410 |
|
|
2022
Q2 | $907K | Sell |
9,822
-328
| -3% | -$33K | 0.06% | 365 |
|
|
2022
Q1 | $1.13M | Buy |
10,150
+27
| +0.3% | +$2.97K | 0.06% | 342 |
|
|
2021
Q4 | $1.19M | Buy |
10,123
+43
| +0.4% | +$4.94K | 0.06% | 339 |
|
|
2021
Q3 | $1.09M | Sell |
10,080
-126
| -1% | -$14K | 0.06% | 335 |
|
|
2021
Q2 | $1.1M | Sell |
10,206
-900
| -8% | -$94.5K | 0.07% | 340 |
|
|
2021
Q1 | $1.11M | Sell |
11,106
-872
| -7% | -$85.1K | 0.08% | 309 |
|
|
2020
Q4 | $1.13M | Sell |
11,978
-668
| -5% | -$59.4K | 0.08% | 277 |
|
|
2020
Q3 | $1.05M | Sell |
12,646
-2,342
| -16% | -$193K | 0.09% | 239 |
|
|
2020
Q2 | $1.15M | Sell |
14,988
-812
| -5% | -$58.6K | 0.11% | 193 |
|
|
2020
Q1 | $997K | Sell |
15,800
-2,552
| -14% | -$193K | 0.14% | 177 |
|
|
2019
Q4 | $1.46M | Buy |
18,352
+308
| +2% | +$23.5K | 0.16% | 160 |
|
|
2019
Q3 | $1.33M | Buy |
18,044
+1,264
| +8% | +$93K | 0.18% | 144 |
|
|
2019
Q2 | $1.23M | Sell |
16,780
-376
| -2% | -$27K | 0.16% | 163 |
|
|
2019
Q1 | $1.21M | Sell |
17,156
-19,814
| -54% | -$1.35M | 0.18% | 137 |
|
|
2018
Q4 | $2.3M | Sell |
36,970
-109,680
| -75% | -$7.38M | 0.45% | 44 |
|
|
2018
Q3 | $10.7M | Buy |
+146,650
| New | +$10.5M | 1.62% | 9 |
|
Other funds holding IYY
Mutual Advisors's IYY Position: Q2 2026 in Review
Mutual Advisors increased its iShares Dow Jones US ETF (IYY) stake by 0.07% in Q2 2026, buying an estimated $529 and bringing the position to 4,153 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #753.
Mutual Advisors first reported a position in IYY in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.7M in Q3 2018. 294 funds tracked by Wall St. Rank hold IYY as of Q2 2026.
- Mutual Advisors held 4,153 shares of iShares Dow Jones US ETF worth $757K as of Q2 2026.
- Mutual Advisors bought 3 iShares Dow Jones US ETF shares in Q2 2026, an estimated $529.
- iShares Dow Jones US ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #753 holding.
- Mutual Advisors first reported a position in iShares Dow Jones US ETF in Q3 2018 and has held it in 32 quarters since.
- Mutual Advisors's iShares Dow Jones US ETF position peaked at $10.7M in Q3 2018.
- 294 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.