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

Transamerica Financial 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	$657	Hold	3	–	–	﹤0.01%	1610
2026 Q1	$571	Sell	3 -1	-25%	-$165	﹤0.01%	1456
2025 Q4	$598	Hold	4	–	–	﹤0.01%	1336
2025 Q3	$586	Hold	4	–	–	﹤0.01%	1267
2025 Q2	$545	Hold	4	–	–	﹤0.01%	433
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	501
2024 Q4	$1K	Hold	4	–	–	﹤0.01%	492
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	499
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	466
2024 Q1	$1K	Hold	4	–	–	﹤0.01%	511
2023 Q4	$1K	Sell	4 -1	-20%	-$109	﹤0.01%	499
2023 Q3	$1K	Buy	5 +1	+25%	+$109	﹤0.01%	522
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	493
2023 Q1	$1K	Sell	4 -1	-20%	-$98	﹤0.01%	477
2022 Q4	$1K	Buy	5 +1	+25%	+$94	﹤0.01%	544
2022 Q3	$1K	Sell	4 -1	-20%	-$97	﹤0.01%	512
2022 Q2	$1K	Buy	5 +1	+25%	+$100	﹤0.01%	528
2022 Q1	$1K	Hold	4	–	–	0.04%	82
2021 Q4	$1K	Hold	4	–	–	0.03%	91
2021 Q3	$1K	Hold	4	–	–	0.03%	90
2021 Q2	$1K	Hold	4	–	–	0.02%	141
2021 Q1	$1K	Hold	4	–	–	0.02%	158
2020 Q4	$1K	Hold	4	–	–	0.02%	149
2020 Q3	$1K	Sell	4 -4	-50%	-$329	0.02%	161
2020 Q2	$1K	Buy	8 +4	+100%	+$289	﹤0.01%	423
2020 Q1	$1K	Hold	4	–	–	0.02%	99
2019 Q4	$1K	Hold	4	–	–	0.01%	106
2019 Q3	$1K	Sell	4 -6	-60%	-$441	0.01%	90
2019 Q2	$1K	Buy	10 +6	+150%	+$431	﹤0.01%	478
2019 Q1	$1K	Sell	4 -16	-80%	-$1.09K	0.01%	87
2018 Q4	$2K	Sell	20 -16	-44%	-$1.08K	﹤0.01%	368
2018 Q3	$3K	Hold	36	–	–	﹤0.01%	352
2018 Q2	$3K	Sell	36 -10	-22%	-$678	﹤0.01%	296
2018 Q1	$3K	Sell	46 -12	-21%	-$820	﹤0.01%	308
2017 Q4	$4K	Sell	58 -4	-6%	-$261	﹤0.01%	289
2017 Q3	$4K	Sell	62 -8,302	-99%	-$513K	﹤0.01%	290
2017 Q2	$508K	Sell	8,364 -654	-7%	-$39.3K	0.07%	183
2017 Q1	$534K	Sell	9,018 -408	-4%	-$23.8K	0.06%	187
2016 Q4	$529K	Sell	9,426 -1,548	-14%	-$84.8K	0.06%	180
2016 Q3	$596K	Sell	10,974 -6,170	-36%	-$334K	0.06%	187
2016 Q2	$897K	Sell	17,144 -11,660	-40%	-$604K	0.09%	161
2016 Q1	$1.48M	Sell	28,804 -6,572	-19%	-$319K	0.12%	142
2015 Q4	$1.8M	Buy	35,376 +50	+0.1%	+$2.57K	0.13%	128
2015 Q3	$1.71M	Buy	35,326 +4,924	+16%	+$252K	0.14%	123
2015 Q2	$1.58M	Buy	30,402 +20,346	+202%	+$1.08M	0.11%	136
2015 Q1	$528K	Buy	10,056 +8,448	+525%	+$440K	0.04%	223
2014 Q4	$84K	Buy	+1,608	New	+$81.3K	0.01%	333

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

Transamerica Financial Advisors's IYY Position: Q2 2026 in Review

Transamerica Financial Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 3 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Transamerica Financial Advisors first reported a position in IYY in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.8M in Q4 2015. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Transamerica Financial Advisors held 3 shares of iShares Dow Jones US ETF worth $657 as of Q2 2026.
Transamerica Financial Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1610 holding.
Transamerica Financial Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 47 quarters since.
Transamerica Financial Advisors's iShares Dow Jones US ETF position peaked at $1.8M in Q4 2015.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.