Steward Partners Investment Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Steward Partners Investment Advisory’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	$2.46M	Sell	15,532 -623	-4%	-$103K	0.01%	779
2025 Q4	$2.68M	Buy	16,155 +3,146	+24%	+$518K	0.01%	670
2025 Q3	$2.11M	Buy	13,009 +424	+3%	+$66.3K	0.01%	758
2025 Q2	$1.9M	Hold	12,585	–	–	0.01%	738
2025 Q1	$1.71M	Buy	12,585 +389	+3%	+$55.8K	0.02%	709
2024 Q4	$1.75M	Sell	12,196 -172	-1%	-$24.7K	0.02%	682
2024 Q3	$1.73M	Buy	12,368 +137	+1%	+$18.4K	0.02%	676
2024 Q2	$1.62M	Sell	12,231 -192	-2%	-$24.5K	0.02%	653
2024 Q1	$1.59M	Sell	12,423 -248	-2%	-$30.2K	0.02%	648
2023 Q4	$1.48M	Buy	12,671 +205	+2%	+$22.3K	0.02%	598
2023 Q3	$1.3M	Hold	12,466	–	–	0.02%	587
2023 Q2	$1.35M	Buy	12,466 +149	+1%	+$15.2K	0.02%	600
2023 Q1	$1.23M	Buy	12,317 +90	+0.7%	+$8.8K	0.02%	628
2022 Q4	$1.14M	Hold	12,227	–	–	0.02%	619
2022 Q3	$1.07M	Hold	12,227	–	–	0.02%	604
2022 Q2	$1.13M	Sell	12,227 -577	-5%	-$58K	0.02%	597
2022 Q1	$1.43M	Sell	12,804 -695	-5%	-$76.3K	0.02%	581
2021 Q4	$1.59M	Sell	13,499 -133	-1%	-$15.3K	0.02%	559
2021 Q3	$1.47M	Hold	13,632	–	–	0.03%	536
2021 Q2	$1.47M	Buy	13,632 +752	+6%	+$79K	0.02%	539
2021 Q1	$1.29M	Buy	12,880 +250	+2%	+$24.4K	0.02%	560
2020 Q4	$1.19M	Hold	12,630	–	–	0.03%	507
2020 Q3	$1.05M	Buy	12,630 +540	+4%	+$44.4K	0.03%	476
2020 Q2	$925K	Hold	12,090	–	–	0.03%	475
2020 Q1	$762K	Sell	12,090 -700	-5%	-$52.8K	0.03%	459
2019 Q4	$1.02M	Hold	12,790	–	–	0.03%	451
2019 Q3	$943K	Sell	12,790 -1,000	-7%	-$73.6K	0.03%	424
2019 Q2	$1.01M	Sell	13,790 -250	-2%	-$18K	0.04%	390
2019 Q1	$991K	Buy	14,040 +400	+3%	+$27.2K	0.04%	360
2018 Q4	$848K	Buy	13,640 +1,000	+8%	+$67.3K	0.04%	367
2018 Q3	$920K	Buy	+12,640	New	+$903K	0.04%	366

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Steward Partners Investment Advisory's IYY Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Dow Jones US ETF (IYY) stake by 3.9% in Q1 2026, selling an estimated $103K and leaving 15,532 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #779.

Steward Partners Investment Advisory first reported a position in IYY in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.68M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Steward Partners Investment Advisory held 15,532 shares of iShares Dow Jones US ETF worth $2.46M as of Q1 2026.
Steward Partners Investment Advisory sold 623 iShares Dow Jones US ETF shares in Q1 2026, an estimated $103K.
iShares Dow Jones US ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #779 holding.
Steward Partners Investment Advisory first reported a position in iShares Dow Jones US ETF in Q3 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's iShares Dow Jones US ETF position peaked at $2.68M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.