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

Nottingham 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	–	Sell	-1,346	Closed	-$223K	–	116
2025 Q4	$223K	Hold	1,346	–	–	0.03%	104
2025 Q3	$219K	Hold	1,346	–	–	0.03%	106
2025 Q2	$203K	Sell	1,346 -228	-14%	-$31.8K	0.03%	107
2025 Q1	$214K	Sell	1,574 -855	-35%	-$123K	0.03%	108
2024 Q4	$348K	Sell	2,429 -728	-23%	-$105K	0.04%	101
2024 Q3	$441K	Hold	3,157	–	–	0.05%	106
2024 Q2	$418K	Sell	3,157 -77	-2%	-$9.82K	0.05%	107
2024 Q1	$414K	Hold	3,234	–	–	0.05%	98
2023 Q4	$377K	Sell	3,234 -9	-0.3%	-$978	0.05%	103
2023 Q3	$339K	Hold	3,243	–	–	0.05%	99
2023 Q2	$351K	Buy	3,243 +18	+0.6%	+$1.84K	0.05%	100
2023 Q1	$323K	Hold	3,225	–	–	0.04%	109
2022 Q4	$301K	Hold	3,225	–	–	0.04%	109
2022 Q3	$283K	Hold	3,225	–	–	0.04%	108
2022 Q2	$298K	Hold	3,225	–	–	0.04%	105
2022 Q1	$359K	Sell	3,225 -200	-6%	-$22K	0.04%	102
2021 Q4	$404K	Buy	3,425 +10	+0.3%	+$1.15K	0.04%	101
2021 Q3	$368K	Sell	3,415 -85	-2%	-$9.43K	0.04%	105
2021 Q2	$378K	Hold	3,500	–	–	0.04%	103
2021 Q1	$350K	Hold	3,500	–	–	0.04%	111
2020 Q4	$330K	Hold	3,500	–	–	0.05%	105
2020 Q3	$292K	Buy	3,500 +20	+0.6%	+$1.65K	0.04%	109
2020 Q2	$273K	Buy	3,480 +260	+8%	+$18.8K	0.02%	104
2020 Q1	$203K	Buy	+3,220	New	+$243K	0.03%	102
2019 Q2	–	Sell	-3,110	Closed	-$220K	–	111
2019 Q1	$220K	Buy	3,110 +150	+5%	+$10.2K	0.03%	100
2018 Q4	$215K	Hold	2,960	–	–	0.03%	100
2018 Q3	$215K	Buy	+2,960	New	+$211K	0.03%	99
2018 Q1	–	Sell	-4,340	Closed	-$290K	–	92
2017 Q4	$290K	Buy	4,340 +300	+7%	+$19.5K	0.04%	92
2017 Q3	$255K	Sell	4,040 -100	-2%	-$6.18K	0.04%	99
2017 Q2	$251K	Sell	4,140 -300	-7%	-$18K	0.04%	100
2017 Q1	$263K	Hold	4,440	–	–	0.04%	92
2016 Q4	$249K	Sell	4,440 -60	-1%	-$3.29K	0.04%	98
2016 Q3	$244K	Sell	4,500 -340	-7%	-$18.4K	0.04%	95
2016 Q2	$253K	Sell	4,840 -20	-0.4%	-$1.03K	0.05%	76
2016 Q1	$248K	Hold	4,860	–	–	0.05%	82
2015 Q4	$248K	Sell	4,860 -200	-4%	-$10.3K	0.05%	82
2015 Q3	$244K	Hold	5,060	–	–	0.04%	82
2015 Q2	$264K	Buy	5,060 +100	+2%	+$5.32K	0.04%	86
2015 Q1	$260K	Buy	4,960 +560	+13%	+$29.2K	0.04%	87
2014 Q4	$227K	Hold	4,400	–	–	0.06%	81
2014 Q3	$218K	Hold	4,400	–	–	0.08%	51
2014 Q2	$218K	Buy	4,400 +20	+0.5%	+$961	0.08%	47
2014 Q1	$207K	Buy	+4,380	New	+$204K	0.08%	50

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Nottingham Advisors's IYY Position: Q1 2026 in Review

Nottingham Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 1,346 shares — an estimated $223K sold.

Nottingham Advisors first reported a position in IYY in Q1 2014 and held it in 43 quarters. The position peaked at $441K in Q3 2024. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Nottingham Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
Nottingham Advisors sold 1,346 iShares Dow Jones US ETF shares in Q1 2026, an estimated $223K.
Nottingham Advisors first reported a position in iShares Dow Jones US ETF in Q1 2014 and held it in 43 quarters.
Nottingham Advisors's iShares Dow Jones US ETF position peaked at $441K in Q3 2024.
279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Nottingham Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.