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Synergy Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

Synergy Investment Management’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 		$128K Sell
700
-450
-39% -$79.4K 0.03% 228
2026
Q1 		$182K Buy
+1,150
New +$190K 0.06% 141
2025
Q2 		– Sell
-1,150
Closed -$157K – 339
2025
Q1 		$157K Hold
1,150
– – 0.07% 142
2024
Q4 		$165K Buy
+1,150
New +$165K 0.07% 136

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

Synergy Investment Management's IYY Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Dow Jones US ETF (IYY) stake by 39% in Q2 2026, selling an estimated $79.4K and leaving 700 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #228.

Synergy Investment Management first reported a position in IYY in Q4 2024 and has held it in 4 quarters since. The position peaked at $182K in Q1 2026. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Synergy Investment Management held 700 shares of iShares Dow Jones US ETF worth $128K as of Q2 2026.
  • Synergy Investment Management sold 450 iShares Dow Jones US ETF shares in Q2 2026, an estimated $79.4K.
  • iShares Dow Jones US ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #228 holding.
  • Synergy Investment Management first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Dow Jones US ETF position peaked at $182K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.