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Piedmont Capital Management (North Carolina)’s iShares Dow Jones US ETF IYY Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$7.29K Hold
46
– – ﹤0.01% 118
2025
Q4 		$7.63K Buy
+46
New +$7.57K 0.01% 113

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 $445B AUM 25.58% 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 $202B AUM 37.79% 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

Piedmont Capital Management (North Carolina)'s IYY Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 46 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Piedmont Capital Management (North Carolina) first reported a position in IYY in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.63K in Q4 2025. 277 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 46 shares of iShares Dow Jones US ETF worth $7.29K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #118 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 2 quarters since.
  • Piedmont Capital Management (North Carolina)'s iShares Dow Jones US ETF position peaked at $7.63K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.