Sanctuary Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Sanctuary Advisors’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	$251K	Sell	1,377 -7	-0.5%	-$1.24K	﹤0.01%	2457
2026 Q1	$219K	Sell	1,384 -1,037	-43%	-$172K	﹤0.01%	2308
2025 Q4	$401K	Buy	2,421 +17	+0.7%	+$2.8K	﹤0.01%	1855
2025 Q3	$391K	Sell	2,404 -71	-3%	-$11.1K	﹤0.01%	1845
2025 Q2	$373K	Sell	2,475 -30	-1%	-$4.18K	﹤0.01%	1794
2025 Q1	$341K	Sell	2,505 -380	-13%	-$54.5K	﹤0.01%	1716
2024 Q4	$427K	Buy	2,885 +90	+3%	+$12.9K	﹤0.01%	1787
2024 Q3	$408K	Buy	+2,795	New	+$376K	﹤0.01%	1821

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

Sanctuary Advisors's IYY Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.51% in Q2 2026, selling an estimated $1.24K and leaving 1,377 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Sanctuary Advisors first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $427K in Q4 2024. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Sanctuary Advisors held 1,377 shares of iShares Dow Jones US ETF worth $251K as of Q2 2026.
Sanctuary Advisors sold 7 iShares Dow Jones US ETF shares in Q2 2026, an estimated $1.24K.
iShares Dow Jones US ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2457 holding.
Sanctuary Advisors first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares Dow Jones US ETF position peaked at $427K in Q4 2024.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.