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

Mutual 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 		$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 		$1.47M 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mutual Advisors's IYY Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 7.2% in Q1 2026, selling an estimated $53.6K and leaving 4,150 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #764.

Mutual Advisors first reported a position in IYY in Q3 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q3 2018. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Mutual Advisors held 4,150 shares of iShares Dow Jones US ETF worth $658K as of Q1 2026.
  • Mutual Advisors sold 324 iShares Dow Jones US ETF shares in Q1 2026, an estimated $53.6K.
  • iShares Dow Jones US ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #764 holding.
  • Mutual Advisors first reported a position in iShares Dow Jones US ETF in Q3 2018 and has held it in 31 quarters since.
  • Mutual Advisors's iShares Dow Jones US ETF position peaked at $10.7M in Q3 2018.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.