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

Snowden Capital 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	$230K	Hold	1,263	–	–	0.01%	1224
2026 Q1	$200K	Hold	1,263	–	–	0.01%	1226
2025 Q4	$209K	Hold	1,263	–	–	0.01%	1198
2025 Q3	$205K	Buy	+1,263	New	+$198K	0.01%	1188
2022 Q1	–	Sell	-660	Closed	-$77K	–	1559
2021 Q4	$77K	Buy	+660	New	+$75.8K	﹤0.01%	915

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

Snowden Capital Advisors's IYY Position: Q2 2026 in Review

Snowden Capital Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,263 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1224.

Snowden Capital Advisors first reported a position in IYY in Q4 2021 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Snowden Capital Advisors held 1,263 shares of iShares Dow Jones US ETF worth $230K as of Q2 2026.
Snowden Capital Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1224 holding.
Snowden Capital Advisors first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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