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Patten & Patten’s iShares Dow Jones US ETF IYY Stock Holding History

Patten & Patten’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 		$809K Hold
5,107
– – 0.05% 201
2025
Q4 		$847K Hold
5,107
– – 0.05% 200
2025
Q3 		$830K Buy
+5,107
New +$799K 0.05% 201

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

Patten & Patten's IYY Position: Q1 2026 in Review

Patten & Patten held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 5,107 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #201.

Patten & Patten first reported a position in IYY in Q3 2025 and has held it in 3 quarters since. The position peaked at $847K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Patten & Patten held 5,107 shares of iShares Dow Jones US ETF worth $809K as of Q1 2026.
  • Patten & Patten left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.05% of Patten & Patten's portfolio in Q1 2026, its #201 holding.
  • Patten & Patten first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 3 quarters since.
  • Patten & Patten's iShares Dow Jones US ETF position peaked at $847K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.