PAG
IYY icon

Private Advisor Group’s iShares Dow Jones US ETF IYY Stock Holding History

Private Advisor Group’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 		$1.12M Sell
6,157
-18,640
-75% -$3.29M 0.01% 1306
2026
Q1 		$3.93M Sell
24,797
-314
-1% -$52K 0.02% 743
2025
Q4 		$4.16M Buy
25,111
+207
+0.8% +$34.1K 0.02% 700
2025
Q3 		$4.05M Sell
24,904
-398
-2% -$62.3K 0.02% 704
2025
Q2 		$3.82M Buy
25,302
+74
+0.3% +$10.3K 0.02% 682
2025
Q1 		$3.43M Sell
25,228
-121
-0.5% -$17.4K 0.02% 672
2024
Q4 		$3.63M Buy
25,349
+1,373
+6% +$197K 0.02% 635
2024
Q3 		$3.35M Sell
23,976
-304
-1% -$40.9K 0.02% 663
2024
Q2 		$3.21M Buy
24,280
+391
+2% +$49.9K 0.02% 648
2024
Q1 		$3.06M Sell
23,889
-264
-1% -$32.1K 0.02% 633
2023
Q4 		$2.81M Buy
24,153
+10
+0% +$1.09K 0.02% 633
2023
Q3 		$2.52M Buy
24,143
+84
+0.3% +$9.13K 0.02% 626
2023
Q2 		$2.68M Hold
24,059
– – 0.02% 603
2023
Q1 		$2.41M Sell
24,059
-2,580
-10% -$252K 0.02% 604
2022
Q4 		$1.8M Sell
26,639
-186
-0.7% -$17.5K 0.09% 235
2022
Q3 		$2.35M Hold
26,825
– – 0.03% 569
2022
Q2 		$2.48M Sell
26,825
-404
-1% -$40.6K 0.02% 647
2022
Q1 		$3.03M Hold
27,229
– – 0.02% 624
2021
Q4 		$3.21M Sell
27,229
-17,044
-38% -$1.96M 0.02% 624
2021
Q3 		$4.78M Buy
44,273
+19,124
+76% +$2.12M 0.03% 538
2021
Q2 		$2.71M Hold
25,149
– – 0.02% 644
2021
Q1 		$2.51M Sell
25,149
-540
-2% -$52.7K 0.02% 614
2020
Q4 		$2.42M Sell
25,689
-1,581
-6% -$141K 0.03% 599
2020
Q3 		$2.14M Sell
27,270
-598
-2% -$49.2K 0.03% 529
2020
Q2 		$2.13M Buy
27,868
+1,112
+4% +$80.2K 0.03% 513
2020
Q1 		$1.69M Buy
26,756
+844
+3% +$63.7K 0.03% 489
2019
Q4 		$2.07M Buy
25,912
+17,164
+196% +$1.31M 0.03% 521
2019
Q3 		$645K Sell
8,748
-402
-4% -$29.6K 0.01% 964
2019
Q2 		$669K Sell
9,150
-404
-4% -$29K 0.01% 912
2019
Q1 		$675K Sell
9,554
-342
-3% -$23.2K 0.01% 841
2018
Q4 		$616K Sell
9,896
-7,502
-43% -$505K 0.01% 762
2018
Q3 		$1.27M Buy
17,398
+2,808
+19% +$201K 0.03% 583
2018
Q2 		$997K Buy
+14,590
New +$989K 0.02% 483
2018
Q1 		– Sell
-14,790
Closed -$1.01M – 1270
2017
Q4 		$1.01M Sell
14,790
-2,296
-13% -$150K 0.04% 416
2017
Q3 		$1.09M Buy
17,086
+138
+0.8% +$8.52K 0.03% 548
2017
Q2 		$1.03M Buy
16,948
+8,180
+93% +$491K 0.03% 534
2017
Q1 		$516K Buy
8,768
+204
+2% +$11.9K 0.01% 815
2016
Q4 		$488K Sell
8,564
-490
-5% -$26.8K 0.02% 743
2016
Q3 		$487K Buy
9,054
+698
+8% +$37.7K 0.02% 662
2016
Q2 		$437K Buy
8,356
+2
+0% +$104 0.02% 684
2016
Q1 		$428K Sell
8,354
-400
-5% -$19.4K 0.02% 634
2015
Q4 		$446K Buy
8,754
+2,642
+43% +$136K 0.02% 634
2015
Q3 		$295K Sell
6,112
-144
-2% -$7.37K 0.02% 741
2015
Q2 		$326K Buy
+6,256
New +$333K 0.02% 758
2014
Q4 		– Sell
-1,200
Closed -$59K – 1162
2014
Q3 		$59K Buy
+1,200
New +$59.9K ﹤0.01% 1032

Other funds holding IYY

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Private Advisor Group's IYY Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Dow Jones US ETF (IYY) stake by 75% in Q2 2026, selling an estimated $3.29M and leaving 6,157 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1306.

Private Advisor Group first reported a position in IYY in Q3 2014 and has held it in 45 quarters since. The position peaked at $4.78M in Q3 2021. 106 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Private Advisor Group held 6,157 shares of iShares Dow Jones US ETF worth $1.12M as of Q2 2026.
  • Private Advisor Group sold 18,640 iShares Dow Jones US ETF shares in Q2 2026, an estimated $3.29M.
  • iShares Dow Jones US ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1306 holding.
  • Private Advisor Group first reported a position in iShares Dow Jones US ETF in Q3 2014 and has held it in 45 quarters since.
  • Private Advisor Group's iShares Dow Jones US ETF position peaked at $4.78M in Q3 2021.
  • 106 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.