Ritholtz Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Ritholtz Wealth 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 Q2	$3.56M	Sell	19,540 -2	-0%	-$353	0.05%	265
2026 Q1	$3.1M	Buy	19,542 +5,435	+39%	+$899K	0.05%	264
2025 Q4	$2.34M	Hold	14,107	–	–	0.04%	313
2025 Q3	$2.29M	Hold	14,107	–	–	0.04%	294
2025 Q2	$2.13M	Hold	14,107	–	–	0.05%	281
2025 Q1	$1.92M	Hold	14,107	–	–	0.06%	256
2024 Q4	$2.02M	Hold	14,107	–	–	0.06%	234
2024 Q3	$1.97M	Hold	14,107	–	–	0.06%	236
2024 Q2	$1.87M	Sell	14,107 -710	-5%	-$90.6K	0.06%	216
2024 Q1	$1.9M	Hold	14,817	–	–	0.07%	208
2023 Q4	$1.73M	Sell	14,817 -275	-2%	-$29.9K	0.07%	197
2023 Q3	$1.58M	Sell	15,092 -50	-0.3%	-$5.44K	0.07%	188
2023 Q2	$1.64M	Buy	+15,142	New	+$1.55M	0.07%	175

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

Ritholtz Wealth Management's IYY Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Dow Jones US ETF (IYY) stake by 0.01% in Q2 2026, selling an estimated $353 and leaving 19,540 shares worth $3.56M. The position accounts for 0.05% of the portfolio, ranked #265.

Ritholtz Wealth Management first reported a position in IYY in Q2 2023 and has held it in 13 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Ritholtz Wealth Management held 19,540 shares of iShares Dow Jones US ETF worth $3.56M as of Q2 2026.
Ritholtz Wealth Management sold 2 iShares Dow Jones US ETF shares in Q2 2026, an estimated $353.
iShares Dow Jones US ETF made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #265 holding.
Ritholtz Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 13 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.