TIAA Trust, National Association’s iShares Dow Jones US ETF IYY Stock Holding History

TIAA Trust, National Association’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	–	Sell	-7,871	Closed	-$1.31M	–	543
2025 Q4	$1.31M	Sell	7,871 -7	-0.1%	-$1.15K	﹤0.01%	350
2025 Q3	$1.28M	Buy	7,878 +498	+7%	+$77.9K	﹤0.01%	351
2025 Q2	$1.11M	Buy	7,380 +185	+3%	+$25.8K	﹤0.01%	364
2025 Q1	$979K	Sell	7,195 -142	-2%	-$20.4K	﹤0.01%	370
2024 Q4	$1.05M	Sell	7,337 -20	-0.3%	-$2.88K	﹤0.01%	355
2024 Q3	$1.03M	Sell	7,357 -312	-4%	-$42K	﹤0.01%	364
2024 Q2	$1.01M	Sell	7,669 -2,070	-21%	-$264K	﹤0.01%	348
2024 Q1	$1.25M	Sell	9,739 -2,668	-22%	-$325K	﹤0.01%	321
2023 Q4	$1.45M	Sell	12,407 -238	-2%	-$25.9K	﹤0.01%	293
2023 Q3	$1.32M	Buy	+12,645	New	+$1.38M	﹤0.01%	293

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TIAA Trust, National Association's IYY Position: Q1 2026 in Review

TIAA Trust, National Association sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 7,871 shares — an estimated $1.31M sold.

TIAA Trust, National Association first reported a position in IYY in Q3 2023 and held it in 10 quarters. The position peaked at $1.45M in Q4 2023. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

TIAA Trust, National Association reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 7,871 iShares Dow Jones US ETF shares in Q1 2026, an estimated $1.31M.
TIAA Trust, National Association first reported a position in iShares Dow Jones US ETF in Q3 2023 and held it in 10 quarters.
TIAA Trust, National Association's iShares Dow Jones US ETF position peaked at $1.45M in Q4 2023.
279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.