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Sage Investment Advisers’s iShares Dow Jones US ETF IYY Stock Holding History

Sage Investment Advisers’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 		$2.21M Buy
12,107
+16
+0.1% +$2.82K 1.48% 21
2026
Q1 		$1.93M Buy
12,091
+20
+0.2% +$3.31K 1.43% 20
2025
Q4 		$2M Buy
+12,071
New +$1.99M 1.5% 22
2024
Q3 		$1.67M Buy
11,956
+26
+0.2% +$3.5K 1.75% 19
2024
Q2 		$1.58M Sell
11,930
-48
-0.4% -$6.12K 1.78% 19
2024
Q1 		$1.53M Buy
11,978
+2
+0% +$243 1.76% 19
2023
Q4 		$1.4M Buy
11,976
+7
+0.1% +$761 1.69% 22
2023
Q3 		$1.25M Hold
11,969
– – 1.72% 24
2023
Q2 		$1.3M Buy
11,969
+2
+0% +$205 1.73% 26
2023
Q1 		$1.2M Buy
11,967
+3
+0% +$293 1.6% 27
2022
Q4 		$1.12M Sell
11,964
-45
-0.4% -$4.23K 1.59% 25
2022
Q3 		$1.05M Hold
12,009
– – 1.66% 23
2022
Q2 		$1.11M Sell
12,009
-984
-8% -$98.9K 1.74% 22
2022
Q1 		$1.45M Sell
12,993
-1,234
-9% -$136K 1.92% 16
2021
Q4 		$1.68M Buy
+14,227
New +$1.63M 2.16% 14

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sage Investment Advisers's IYY Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares Dow Jones US ETF (IYY) stake by 0.13% in Q2 2026, buying an estimated $2.82K and bringing the position to 12,107 shares worth $2.21M. The position accounts for 1.48% of the portfolio, ranked #21.

Sage Investment Advisers first reported a position in IYY in Q4 2021 and has held it in 15 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Sage Investment Advisers held 12,107 shares of iShares Dow Jones US ETF worth $2.21M as of Q2 2026.
  • Sage Investment Advisers bought 16 iShares Dow Jones US ETF shares in Q2 2026, an estimated $2.82K.
  • iShares Dow Jones US ETF made up 1.48% of Sage Investment Advisers's portfolio in Q2 2026, its #21 holding.
  • Sage Investment Advisers first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 15 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.