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NorthRock Partners’s iShares Dow Jones US ETF IYY Stock Holding History

NorthRock Partners’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 		$2.61M Sell
16,498
-446
-3% -$73.8K 0.04% 173
2025
Q4 		$2.81M Buy
16,944
+154
+0.9% +$25.3K 0.05% 163
2025
Q3 		$2.73M Hold
16,790
– – 0.05% 174
2025
Q2 		$2.53M Hold
16,790
– – 0.07% 114
2025
Q1 		$2.29M Sell
16,790
-368
-2% -$52.8K 0.08% 107
2024
Q4 		$2.46M Sell
17,158
-180
-1% -$25.9K 0.08% 102
2024
Q3 		$2.42M Hold
17,338
– – 0.08% 108
2024
Q2 		$2.29M Hold
17,338
– – 0.09% 100
2024
Q1 		$2.22M Hold
17,338
– – 0.09% 113
2023
Q4 		$2.02M Buy
17,338
+6,733
+63% +$732K 0.08% 113
2023
Q3 		$1.11M Buy
10,605
+43
+0.4% +$4.68K 0.12% 92
2023
Q2 		$1.14M Sell
10,562
-1,070
-9% -$109K 0.13% 76
2023
Q1 		$1.16M Hold
11,632
– – 0.12% 81
2022
Q4 		$1.09M Hold
11,632
– – 0.12% 85
2022
Q3 		$1.02M Buy
11,632
+692
+6% +$67.4K 0.12% 82
2022
Q2 		$1.01M Hold
10,940
– – 0.11% 91
2022
Q1 		$1.22M Sell
10,940
-6,658
-38% -$731K 0.11% 85
2021
Q4 		$2.07M Hold
17,598
– – 0.16% 58
2021
Q3 		$1.9M Hold
17,598
– – 0.16% 57
2021
Q2 		$1.9M Hold
17,598
– – 0.16% 51
2021
Q1 		$1.76M Hold
17,598
– – 0.16% 55
2020
Q4 		$1.66M Hold
17,598
– – 0.16% 56
2020
Q3 		$1.47M Sell
17,598
-2
-0% -$165 0.16% 58
2020
Q2 		$1.35M Sell
17,600
-146
-0.8% -$10.5K 0.16% 62
2020
Q1 		$1.12M Sell
17,746
-6
-0% -$453 0.16% 70
2019
Q4 		$1.42M Buy
17,752
+640
+4% +$48.9K 0.15% 83
2019
Q3 		$1.26M Buy
+17,112
New +$1.26M 0.17% 78

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

NorthRock Partners's IYY Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Dow Jones US ETF (IYY) stake by 2.6% in Q1 2026, selling an estimated $73.8K and leaving 16,498 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #173.

NorthRock Partners first reported a position in IYY in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.81M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • NorthRock Partners held 16,498 shares of iShares Dow Jones US ETF worth $2.61M as of Q1 2026.
  • NorthRock Partners sold 446 iShares Dow Jones US ETF shares in Q1 2026, an estimated $73.8K.
  • iShares Dow Jones US ETF made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #173 holding.
  • NorthRock Partners first reported a position in iShares Dow Jones US ETF in Q3 2019 and has held it in 27 quarters since.
  • NorthRock Partners's iShares Dow Jones US ETF position peaked at $2.81M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.