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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
Q2 		$931K Hold
5,107
– – 0.05% 193
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Patten & Patten's IYY Position: Q2 2026 in Review

Patten & Patten held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 5,107 shares worth $931K. The position accounts for 0.05% of the portfolio, ranked #193.

Patten & Patten first reported a position in IYY in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Patten & Patten held 5,107 shares of iShares Dow Jones US ETF worth $931K as of Q2 2026.
  • Patten & Patten left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.05% of Patten & Patten's portfolio in Q2 2026, its #193 holding.
  • Patten & Patten first reported a position in iShares Dow Jones US ETF in Q3 2025 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.