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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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