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Principal Securities’s iShares Dow Jones US ETF IYY Stock Holding History

Principal Securities’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 		$346K Buy
1,896
+8
+0.4% +$1.41K ﹤0.01% 1268
2026
Q1 		$299K Sell
1,888
-12
-0.6% -$1.99K ﹤0.01% 1201
2025
Q4 		$315K Sell
1,900
-54
-3% -$8.89K ﹤0.01% 1127
2025
Q3 		$317K Buy
1,954
+447
+30% +$69.9K 0.01% 1098
2025
Q2 		$227K Sell
1,507
-645
-30% -$89.8K ﹤0.01% 1183
2025
Q1 		$308K Hold
2,152
– – 0.01% 960
2024
Q4 		$308K Buy
2,152
+1
+0% +$144 0.01% 957
2024
Q3 		$300K Buy
2,151
+1
+0% +$135 0.01% 932
2024
Q2 		$285K Buy
2,150
+25
+1% +$3.19K 0.01% 905
2024
Q1 		$272K Buy
2,125
+433
+26% +$52.7K 0.01% 895
2023
Q4 		$197K Buy
+1,692
New +$184K 0.01% 939

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

Principal Securities's IYY Position: Q2 2026 in Review

Principal Securities increased its iShares Dow Jones US ETF (IYY) stake by 0.42% in Q2 2026, buying an estimated $1.41K and bringing the position to 1,896 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Principal Securities first reported a position in IYY in Q4 2023 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Principal Securities held 1,896 shares of iShares Dow Jones US ETF worth $346K as of Q2 2026.
  • Principal Securities bought 8 iShares Dow Jones US ETF shares in Q2 2026, an estimated $1.41K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1268 holding.
  • Principal Securities first reported a position in iShares Dow Jones US ETF in Q4 2023 and has held it in 11 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.