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

Peachtree Investment 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 		$295K Sell
1,859
-543
-23% -$89.8K 0.11% 72
2025
Q4 		$398K Buy
2,402
+7
+0.3% +$1.15K 0.13% 58
2025
Q3 		$389K Buy
2,395
+6
+0.3% +$939 0.13% 60
2025
Q2 		$360K Buy
2,389
+6
+0.3% +$836 0.14% 65
2025
Q1 		$324K Buy
+2,383
New +$342K 0.13% 68

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 $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

Peachtree Investment Partners's IYY Position: Q1 2026 in Review

Peachtree Investment Partners reduced its iShares Dow Jones US ETF (IYY) stake by 23% in Q1 2026, selling an estimated $89.8K and leaving 1,859 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #72.

Peachtree Investment Partners first reported a position in IYY in Q1 2025 and has held it in 5 quarters since. The position peaked at $398K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Peachtree Investment Partners held 1,859 shares of iShares Dow Jones US ETF worth $295K as of Q1 2026.
  • Peachtree Investment Partners sold 543 iShares Dow Jones US ETF shares in Q1 2026, an estimated $89.8K.
  • iShares Dow Jones US ETF made up 0.11% of Peachtree Investment Partners's portfolio in Q1 2026, its #72 holding.
  • Peachtree Investment Partners first reported a position in iShares Dow Jones US ETF in Q1 2025 and has held it in 5 quarters since.
  • Peachtree Investment Partners's iShares Dow Jones US ETF position peaked at $398K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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