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Nations Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Nations Financial Group’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 		$430K Buy
2,714
+2
+0.1% +$331 0.02% 574
2025
Q4 		$450K Buy
2,712
+455
+20% +$74.9K 0.02% 551
2025
Q3 		$367K Buy
2,257
+1
+0% +$156 0.02% 553
2025
Q2 		$340K Buy
2,256
+2
+0.1% +$279 0.02% 540
2025
Q1 		$307K Buy
2,254
+2
+0.1% +$287 0.02% 529
2024
Q4 		$322K Buy
2,252
+2
+0.1% +$288 0.02% 535
2024
Q3 		$314K Buy
+2,250
New +$303K 0.02% 555
2024
Q2 		– Sell
-2,247
Closed -$288K – 644
2024
Q1 		$288K Sell
2,247
-86
-4% -$10.5K 0.02% 534
2023
Q4 		$272K Buy
2,333
+2
+0.1% +$217 0.03% 538
2023
Q3 		$244K Hold
2,331
– – 0.02% 535
2023
Q2 		$253K Buy
2,331
+1
+0% +$102 0.02% 545
2023
Q1 		$233K Sell
2,330
-12
-0.5% -$1.17K 0.02% 538
2022
Q4 		$219K Buy
2,342
+1
+0% +$94 0.02% 541
2022
Q3 		$205K Buy
2,341
+1
+0% +$97 0.03% 496
2022
Q2 		$216K Buy
2,340
+5
+0.2% +$502 0.03% 473
2022
Q1 		$260K Buy
2,335
+4
+0.2% +$439 0.03% 446
2021
Q4 		$275K Sell
2,331
-15
-0.6% -$1.72K 0.04% 403
2021
Q3 		$253K Buy
2,346
+4
+0.2% +$444 0.04% 390
2021
Q2 		$253K Buy
2,342
+4
+0.2% +$420 0.04% 356
2021
Q1 		$234K Buy
2,338
+5
+0.2% +$488 0.05% 322
2020
Q4 		$220K Buy
+2,333
New +$207K 0.06% 304

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

Nations Financial Group's IYY Position: Q1 2026 in Review

Nations Financial Group increased its iShares Dow Jones US ETF (IYY) stake by 0.07% in Q1 2026, buying an estimated $331 and bringing the position to 2,714 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #574.

Nations Financial Group first reported a position in IYY in Q4 2020 and has held it in 21 quarters since. The position peaked at $450K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Nations Financial Group held 2,714 shares of iShares Dow Jones US ETF worth $430K as of Q1 2026.
  • Nations Financial Group bought 2 iShares Dow Jones US ETF shares in Q1 2026, an estimated $331.
  • iShares Dow Jones US ETF made up 0.02% of Nations Financial Group's portfolio in Q1 2026, its #574 holding.
  • Nations Financial Group first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 21 quarters since.
  • Nations Financial Group's iShares Dow Jones US ETF position peaked at $450K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.