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

OneDigital Investment 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 		$928K Sell
5,856
-10
-0.2% -$1.66K 0.01% 706
2025
Q4 		$973K Hold
5,866
– – 0.01% 689
2025
Q3 		$953K Buy
5,866
+1
+0% +$156 0.01% 672
2025
Q2 		$885K Sell
5,865
-315
-5% -$43.9K 0.01% 677
2025
Q1 		$841K Sell
6,180
-205
-3% -$29.4K 0.01% 665
2024
Q4 		$914K Hold
6,385
– – 0.01% 665
2024
Q3 		$891K Sell
6,385
-8
-0.1% -$1.08K 0.01% 694
2024
Q2 		$846K Sell
6,393
-695
-10% -$88.6K 0.01% 676
2024
Q1 		$908K Sell
7,088
-12
-0.2% -$1.46K 0.01% 537
2023
Q4 		$827K Sell
7,100
-434
-6% -$47.2K 0.01% 537
2023
Q3 		$787K Sell
7,534
-43
-0.6% -$4.68K 0.02% 489
2023
Q2 		$821K Buy
7,577
+20
+0.3% +$2.05K 0.02% 464
2023
Q1 		$756K Buy
7,557
+13
+0.2% +$1.27K 0.02% 473
2022
Q4 		$705K Buy
7,544
+69
+0.9% +$6.49K 0.02% 436
2022
Q3 		$656K Buy
+7,475
New +$728K 0.02% 390
2019
Q3 		– Sell
-464
Closed -$34K – 862
2019
Q2 		$34K Buy
464
+2
+0.4% +$144 ﹤0.01% 651
2019
Q1 		$33K Buy
462
+2
+0.4% +$136 ﹤0.01% 594
2018
Q4 		$29K Buy
460
+4
+0.9% +$269 ﹤0.01% 584
2018
Q3 		$33K Buy
456
+2
+0.4% +$143 0.01% 509
2018
Q2 		$31K Hold
454
– – 0.01% 657
2018
Q1 		$30K Sell
454
-798
-64% -$54.5K 0.01% 660
2017
Q4 		$84K Buy
+1,252
New +$81.6K 0.01% 385

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 $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

OneDigital Investment Advisors's IYY Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.17% in Q1 2026, selling an estimated $1.66K and leaving 5,856 shares worth $928K. The position accounts for 0.01% of the portfolio, ranked #706.

OneDigital Investment Advisors first reported a position in IYY in Q4 2017 and has held it in 22 quarters since. The position peaked at $973K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • OneDigital Investment Advisors held 5,856 shares of iShares Dow Jones US ETF worth $928K as of Q1 2026.
  • OneDigital Investment Advisors sold 10 iShares Dow Jones US ETF shares in Q1 2026, an estimated $1.66K.
  • iShares Dow Jones US ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #706 holding.
  • OneDigital Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2017 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's iShares Dow Jones US ETF position peaked at $973K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.