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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Private Wealth Partners's IYY Position: Q1 2026 in Review

Private Wealth Partners held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 2,820 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #130.

Private Wealth Partners first reported a position in IYY in Q4 2020 and has held it in 14 quarters since. The position peaked at $468K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Private Wealth Partners held 2,820 shares of iShares Dow Jones US ETF worth $447K as of Q1 2026.
Private Wealth Partners left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.03% of Private Wealth Partners's portfolio in Q1 2026, its #130 holding.
Private Wealth Partners first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 14 quarters since.
Private Wealth Partners's iShares Dow Jones US ETF position peaked at $468K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.