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Private Trust Company’s iShares Dow Jones US ETF IYY Stock Holding History

Private Trust Company’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 		$4.56K Hold
25
– – ﹤0.01% 2315
2026
Q1 		$3.96K Hold
25
– – ﹤0.01% 2247
2025
Q4 		$4.14K Hold
25
– – ﹤0.01% 2207
2025
Q3 		$4.06K Hold
25
– – ﹤0.01% 2209
2025
Q2 		$3.77K Hold
25
– – ﹤0.01% 2148
2025
Q1 		$3.4K Hold
25
– – ﹤0.01% 2161
2024
Q4 		$3.58K Hold
25
– – ﹤0.01% 2089
2024
Q3 		$3.49K Hold
25
– – ﹤0.01% 2063
2024
Q2 		$3.31K Hold
25
– – ﹤0.01% 2063
2024
Q1 		$3.2K Buy
+25
New +$3.04K ﹤0.01% 2033

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

Private Trust Company's IYY Position: Q2 2026 in Review

Private Trust Company held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 25 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Private Trust Company first reported a position in IYY in Q1 2024 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Private Trust Company held 25 shares of iShares Dow Jones US ETF worth $4.56K as of Q2 2026.
  • Private Trust Company left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2315 holding.
  • Private Trust Company first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 10 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.