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 Q3	$408K	Hold	2,200	–	–	0.03%	129
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%	+$81.2K	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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Sage Investment Advisers Wappingers Falls, New York $154M AUM 13.88% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Private Wealth Partners's IYY Position: Q3 2026 in Review

Private Wealth Partners held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 2,200 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #129.

Private Wealth Partners first reported a position in IYY in Q4 2020 and has held it in 16 quarters since. The position peaked at $468K in Q4 2025. 69 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Private Wealth Partners held 2,200 shares of iShares Dow Jones US ETF worth $408K as of Q3 2026.
Private Wealth Partners left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.03% of Private Wealth Partners's portfolio in Q3 2026, its #129 holding.
Private Wealth Partners first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 16 quarters since.
Private Wealth Partners's iShares Dow Jones US ETF position peaked at $468K in Q4 2025.
69 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.