Private Wealth Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Private Wealth Partners’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	$401K	Sell	2,200 -620	-22%	-$109K	0.03%	133
2026 Q1	$447K	Hold	2,820	–	–	0.03%	130
2025 Q4	$468K	Hold	2,820	–	–	0.03%	129
2025 Q3	$458K	Hold	2,820	–	–	0.03%	129
2025 Q2	$425K	Hold	2,820	–	–	0.03%	129
2025 Q1	$384K	Hold	2,820	–	–	0.03%	130
2024 Q4	$404K	Sell	2,820 -1	-0%	-$144	0.03%	136
2024 Q3	$394K	Sell	2,821 -16	-0.6%	-$2.15K	0.03%	136
2024 Q2	$375K	Buy	2,837 +637	+29%	+$81.3K	0.03%	129
2024 Q1	$282K	Hold	2,200	–	–	0.02%	140
2023 Q4	$256K	Hold	2,200	–	–	0.02%	144
2023 Q3	$230K	Hold	2,200	–	–	0.02%	143
2023 Q2	$238K	Hold	2,200	–	–	0.02%	141
2023 Q1	$220K	Buy	+2,200	New	+$215K	0.02%	144
2021 Q1	–	Sell	-2,200	Closed	-$208K	–	94
2020 Q4	$208K	Buy	+2,200	New	+$196K	0.02%	113

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

Private Wealth Partners's IYY Position: Q2 2026 in Review

Private Wealth Partners reduced its iShares Dow Jones US ETF (IYY) stake by 22% in Q2 2026, selling an estimated $109K and leaving 2,200 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #133.

Private Wealth Partners first reported a position in IYY in Q4 2020 and has held it in 15 quarters since. The position peaked at $468K in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Private Wealth Partners held 2,200 shares of iShares Dow Jones US ETF worth $401K as of Q2 2026.
Private Wealth Partners sold 620 iShares Dow Jones US ETF shares in Q2 2026, an estimated $109K.
iShares Dow Jones US ETF made up 0.03% of Private Wealth Partners's portfolio in Q2 2026, its #133 holding.
Private Wealth Partners first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 15 quarters since.
Private Wealth Partners's iShares Dow Jones US ETF position peaked at $468K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.