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IYY icon

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

NewEdge 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 		$294K Sell
1,614
-3,465
-68% -$611K ﹤0.01% 2506
2026
Q1 		$805K Buy
5,079
+54
+1% +$8.94K ﹤0.01% 1634
2025
Q4 		$833K Sell
5,025
-553
-10% -$91K ﹤0.01% 1605
2025
Q3 		$906K Buy
5,578
+1,542
+38% +$241K ﹤0.01% 1451
2025
Q2 		$609K Sell
4,036
-1,644
-29% -$229K ﹤0.01% 1578
2025
Q1 		$773K Buy
5,680
+1,629
+40% +$234K ﹤0.01% 1334
2024
Q4 		$580K Buy
4,051
+293
+8% +$42.1K ﹤0.01% 1453
2024
Q3 		$525K Sell
3,758
-5
-0.1% -$673 ﹤0.01% 1449
2024
Q2 		$498K Buy
3,763
+6
+0.2% +$765 ﹤0.01% 1425
2024
Q1 		$481K Buy
3,757
+7
+0.2% +$852 ﹤0.01% 1375
2023
Q4 		$437K Buy
3,750
+19
+0.5% +$2.07K ﹤0.01% 1355
2023
Q3 		$390K Hold
3,731
– – ﹤0.01% 1295
2023
Q2 		$404K Buy
3,731
+6
+0.2% +$614 ﹤0.01% 1296
2023
Q1 		$367K Buy
3,725
+2
+0.1% +$196 ﹤0.01% 1267
2022
Q4 		$339K Sell
3,723
-128
-3% -$12K 0.01% 945
2022
Q3 		$338K Buy
3,851
+3
+0.1% +$292 0.01% 1147
2022
Q2 		$355K Buy
+3,848
New +$387K 0.01% 1146
2022
Q1 		– Sell
-4,321
Closed -$509K – 1391
2021
Q4 		$509K Buy
+4,321
New +$496K 0.01% 1066
2017
Q3 		– Sell
-4
Closed -$243 – 746
2017
Q2 		$243 Buy
+4
New +$240 ﹤0.01% 1387

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors's IYY Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 68% in Q2 2026, selling an estimated $611K and leaving 1,614 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

NewEdge Advisors first reported a position in IYY in Q2 2017 and has held it in 19 quarters since. The position peaked at $906K in Q3 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • NewEdge Advisors held 1,614 shares of iShares Dow Jones US ETF worth $294K as of Q2 2026.
  • NewEdge Advisors sold 3,465 iShares Dow Jones US ETF shares in Q2 2026, an estimated $611K.
  • iShares Dow Jones US ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2506 holding.
  • NewEdge Advisors first reported a position in iShares Dow Jones US ETF in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's iShares Dow Jones US ETF position peaked at $906K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.