Princeton Global Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Princeton Global Asset Management’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	$219K	Hold	1,200	–	–	0.03%	208
2026 Q1	$190K	Hold	1,200	–	–	0.03%	210
2025 Q4	$199K	Sell	1,200 -2,400	-67%	-$395K	0.03%	197
2025 Q3	$585K	Hold	3,600	–	–	0.1%	122
2025 Q2	$543K	Hold	3,600	–	–	0.1%	119
2025 Q1	$490K	Hold	3,600	–	–	0.1%	123
2024 Q4	$515K	Hold	3,600	–	–	0.1%	128
2024 Q3	$503K	Hold	3,600	–	–	0.1%	127
2024 Q2	$476K	Hold	3,600	–	–	0.11%	113
2024 Q1	$461K	Hold	3,600	–	–	0.11%	110
2023 Q4	$420K	Hold	3,600	–	–	0.11%	114
2023 Q3	$376K	Hold	3,600	–	–	0.11%	115
2023 Q2	$390K	Hold	3,600	–	–	0.11%	114
2023 Q1	$360K	Hold	3,600	–	–	0.1%	123
2022 Q4	$336K	Hold	3,600	–	–	0.11%	121
2022 Q3	$316K	Hold	3,600	–	–	0.11%	124
2022 Q2	$332K	Hold	3,600	–	–	0.11%	127
2022 Q1	$401K	Hold	3,600	–	–	0.11%	125
2021 Q4	$424K	Hold	3,600	–	–	0.12%	131
2021 Q3	$388K	Hold	3,600	–	–	0.12%	137
2021 Q2	$389K	Hold	3,600	–	–	0.12%	136
2021 Q1	$359K	Sell	3,600 -338	-9%	-$33K	0.12%	138
2020 Q4	$371K	Buy	3,938 +338	+9%	+$30.1K	0.13%	131
2020 Q3	$300K	Hold	3,600	–	–	0.12%	134
2020 Q2	$275K	Hold	3,600	–	–	0.09%	162
2020 Q1	$227K	Hold	3,600	–	–	0.1%	146
2019 Q4	$287K	Hold	3,600	–	–	0.12%	139
2019 Q3	$263K	Hold	3,600	–	–	0.15%	138
2019 Q2	$263K	Hold	3,600	–	–	0.16%	135
2019 Q1	$254K	Hold	3,600	–	–	0.17%	126
2018 Q4	$224K	Buy	+3,600	New	+$242K	0.2%	112

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Princeton Global Asset Management's IYY Position: Q2 2026 in Review

Princeton Global Asset Management held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,200 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #208.

Princeton Global Asset Management first reported a position in IYY in Q4 2018 and has held it in 31 quarters since. The position peaked at $585K in Q3 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Princeton Global Asset Management held 1,200 shares of iShares Dow Jones US ETF worth $219K as of Q2 2026.
Princeton Global Asset Management left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #208 holding.
Princeton Global Asset Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's iShares Dow Jones US ETF position peaked at $585K in Q3 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.