PS
IYY icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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