Stifel Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Stifel Financial’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	$3.17M	Buy	20,036 +549	+3%	+$90.8K	﹤0.01%	1634
2025 Q4	$3.23M	Sell	19,487 -1,037	-5%	-$171K	﹤0.01%	1591
2025 Q3	$3.33M	Sell	20,524 -542	-3%	-$84.8K	﹤0.01%	1540
2025 Q2	$3.18M	Buy	21,066 +113	+0.5%	+$15.7K	﹤0.01%	1511
2025 Q1	$2.85M	Sell	20,953 -986	-4%	-$141K	﹤0.01%	1513
2024 Q4	$3.14M	Sell	21,939 -110	-0.5%	-$15.8K	﹤0.01%	1485
2024 Q3	$3.08M	Buy	22,049 +1,485	+7%	+$200K	﹤0.01%	1506
2024 Q2	$2.72M	Sell	20,564 -1,513	-7%	-$193K	﹤0.01%	1515
2024 Q1	$2.83M	Sell	22,077 -1,392	-6%	-$169K	﹤0.01%	1489
2023 Q4	$2.73M	Sell	23,469 -116	-0.5%	-$12.6K	﹤0.01%	1460
2023 Q3	$2.46M	Sell	23,585 -274	-1%	-$29.8K	﹤0.01%	1449
2023 Q2	$2.58M	Sell	23,859 -42	-0.2%	-$4.3K	﹤0.01%	1439
2023 Q1	$2.39M	Sell	23,901 -1,366	-5%	-$134K	﹤0.01%	1461
2022 Q4	$2.36M	Sell	25,267 -116	-0.5%	-$10.9K	﹤0.01%	1399
2022 Q3	$2.23M	Sell	25,383 -9,785	-28%	-$954K	﹤0.01%	1396
2022 Q2	$3.25M	Sell	35,168 -7,004	-17%	-$704K	0.01%	1198
2022 Q1	$4.7M	Sell	42,172 -23	-0.1%	-$2.53K	0.01%	1087
2021 Q4	$4.97M	Sell	42,195 -1,150	-3%	-$132K	0.01%	1074
2021 Q3	$4.68M	Sell	43,345 -383	-0.9%	-$42.5K	0.01%	1052
2021 Q2	$4.72M	Sell	43,728 -244	-0.6%	-$25.6K	0.01%	1052
2021 Q1	$4.39M	Buy	43,972 +1,287	+3%	+$126K	0.01%	1030
2020 Q4	$4.03M	Sell	42,685 -1,057	-2%	-$94K	0.01%	981
2020 Q3	$3.65M	Buy	43,742 +540	+1%	+$44.4K	0.01%	911
2020 Q2	$3.31M	Sell	43,202 -5,124	-11%	-$370K	0.01%	914
2020 Q1	$3.05M	Sell	48,326 -1,228	-2%	-$92.7K	0.01%	851
2019 Q4	$3.95M	Sell	49,554 -738	-1%	-$56.4K	0.01%	984
2019 Q3	$3.71M	Sell	50,292 -584	-1%	-$43K	0.01%	968
2019 Q2	$3.71M	Sell	50,876 -9,032	-15%	-$649K	0.01%	984
2019 Q1	$4.23M	Sell	59,908 -1,496	-2%	-$102K	0.01%	876
2018 Q4	$3.82M	Sell	61,404 -13,974	-19%	-$940K	0.01%	885
2018 Q3	$5.48M	Sell	75,378 -2,022	-3%	-$144K	0.02%	801
2018 Q2	$5.27M	Sell	77,400 -2,816	-4%	-$191K	0.02%	794
2018 Q1	$5.29M	Sell	80,216 -1,134	-1%	-$77.5K	0.02%	763
2017 Q4	$5.44M	Sell	81,350 -672	-0.8%	-$43.8K	0.02%	730
2017 Q3	$5.17M	Sell	82,022 -3,212	-4%	-$198K	0.02%	717
2017 Q2	$5.16M	Sell	85,234 -1,500	-2%	-$90.1K	0.02%	702
2017 Q1	$5.13M	Buy	86,734 +26,558	+44%	+$1.55M	0.02%	685
2016 Q4	$3.37M	Sell	60,176 -910	-1%	-$49.8K	0.01%	814
2016 Q3	$3.31M	Sell	61,086 -2,788	-4%	-$151K	0.01%	793
2016 Q2	$3.34M	Buy	63,874 +48	+0.1%	+$2.48K	0.02%	776
2016 Q1	$3.27M	Sell	63,826 -1,482	-2%	-$71.9K	0.02%	725
2015 Q4	$3.33M	Buy	65,308 +1,916	+3%	+$98.6K	0.02%	741
2015 Q3	$3.06M	Sell	63,392 -694	-1%	-$35.5K	0.02%	737
2015 Q2	$3.27M	Buy	64,086 +55,106	+614%	+$2.93M	0.02%	753
2015 Q1	$471K	Sell	8,980 -48	-0.5%	-$2.5K	﹤0.01%	1652
2014 Q4	$467K	Buy	9,028 +3,408	+61%	+$172K	﹤0.01%	1638
2014 Q3	$279K	Buy	5,620 +1,160	+26%	+$57.9K	﹤0.01%	1830
2014 Q2	$221K	Buy	+4,460	New	+$214K	﹤0.01%	1950

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

Stifel Financial's IYY Position: Q1 2026 in Review

Stifel Financial increased its iShares Dow Jones US ETF (IYY) stake by 2.8% in Q1 2026, buying an estimated $90.8K and bringing the position to 20,036 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Stifel Financial first reported a position in IYY in Q2 2014 and has held it in 48 quarters since. The position peaked at $5.48M in Q3 2018. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Stifel Financial held 20,036 shares of iShares Dow Jones US ETF worth $3.17M as of Q1 2026.
Stifel Financial bought 549 iShares Dow Jones US ETF shares in Q1 2026, an estimated $90.8K.
iShares Dow Jones US ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1634 holding.
Stifel Financial first reported a position in iShares Dow Jones US ETF in Q2 2014 and has held it in 48 quarters since.
Stifel Financial's iShares Dow Jones US ETF position peaked at $5.48M in Q3 2018.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.