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Reflection Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Reflection Asset Management’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 		$311K Sell
1,780
-64
-3% -$10.6K 0.19% 97
2025
Q4 		$309K Buy
+1,844
New +$303K 0.22% 80

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Reflection Asset Management's IYY Position: Q1 2026 in Review

Reflection Asset Management reduced its iShares Dow Jones US ETF (IYY) stake by 3.5% in Q1 2026, selling an estimated $10.6K and leaving 1,780 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #97.

Reflection Asset Management first reported a position in IYY in Q4 2025 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Reflection Asset Management held 1,780 shares of iShares Dow Jones US ETF worth $311K as of Q1 2026.
  • Reflection Asset Management sold 64 iShares Dow Jones US ETF shares in Q1 2026, an estimated $10.6K.
  • iShares Dow Jones US ETF made up 0.19% of Reflection Asset Management's portfolio in Q1 2026, its #97 holding.
  • Reflection Asset Management first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.