Truist Financial
IYY icon

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

Truist 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 		$3.03M Sell
19,127
-45
-0.2% -$7.45K ﹤0.01% 1094
2025
Q4 		$3.18M Buy
19,172
+241
+1% +$39.7K ﹤0.01% 1054
2025
Q3 		$3.08M Buy
18,931
+1,891
+11% +$296K ﹤0.01% 1125
2025
Q2 		$2.57M Buy
17,040
+1,786
+12% +$249K ﹤0.01% 1160
2025
Q1 		$2.08M Sell
15,254
-1,605
-10% -$230K ﹤0.01% 1200
2024
Q4 		$2.41M Sell
16,859
-759
-4% -$109K ﹤0.01% 1148
2024
Q3 		$2.46M Buy
17,618
+366
+2% +$49.2K ﹤0.01% 1146
2024
Q2 		$2.28M Sell
17,252
-78
-0.5% -$9.95K ﹤0.01% 1206
2024
Q1 		$2.22M Sell
17,330
-437
-2% -$53.2K ﹤0.01% 1233
2023
Q4 		$2.07M Sell
17,767
-349
-2% -$37.9K ﹤0.01% 1236
2023
Q3 		$1.89M Buy
18,116
+1,273
+8% +$138K ﹤0.01% 1267
2023
Q2 		$1.82M Buy
16,843
+191
+1% +$19.5K ﹤0.01% 1302
2023
Q1 		$1.67M Sell
16,652
-252
-1% -$24.6K ﹤0.01% 1316
2022
Q4 		$1.58M Sell
16,904
-2,910
-15% -$274K ﹤0.01% 1318
2022
Q3 		$1.74M Buy
19,814
+1,991
+11% +$194K ﹤0.01% 1259
2022
Q2 		$1.65M Buy
17,823
+642
+4% +$64.5K ﹤0.01% 1314
2022
Q1 		$1.91M Buy
17,181
+139
+0.8% +$15.3K ﹤0.01% 1312
2021
Q4 		$2.01M Buy
17,042
+2,730
+19% +$313K ﹤0.01% 1294
2021
Q3 		$1.54M Buy
14,312
+248
+2% +$27.5K ﹤0.01% 1395
2021
Q2 		$1.52M Buy
14,064
+787
+6% +$82.7K ﹤0.01% 1432
2021
Q1 		$1.33M Sell
13,277
-842
-6% -$82.2K ﹤0.01% 1422
2020
Q4 		$1.33M Buy
14,119
+635
+5% +$56.5K ﹤0.01% 1344
2020
Q3 		$1.12M Buy
13,484
+2,390
+22% +$197K ﹤0.01% 1320
2020
Q2 		$849K Sell
11,094
-11,418
-51% -$824K ﹤0.01% 1354
2020
Q1 		$1.42M Sell
22,512
-20,630
-48% -$1.56M ﹤0.01% 1119
2019
Q4 		$3.44M Buy
+43,142
New +$3.3M 0.01% 901
2014
Q4 		– Sell
-4,120
Closed -$204K – 801
2014
Q3 		$204K Sell
4,120
-136
-3% -$6.79K 0.01% 730
2014
Q2 		$211K Buy
4,256
+12
+0.3% +$577 0.01% 744
2014
Q1 		$201K Buy
+4,244
New +$198K 0.01% 753
2013
Q3 		– Sell
-5,164
Closed -$208K – 755
2013
Q2 		$208K Buy
+5,164
New +$209K 0.01% 692

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Truist Financial's IYY Position: Q1 2026 in Review

Truist Financial reduced its iShares Dow Jones US ETF (IYY) stake by 0.23% in Q1 2026, selling an estimated $7.45K and leaving 19,127 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Truist Financial first reported a position in IYY in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.44M in Q4 2019. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Truist Financial held 19,127 shares of iShares Dow Jones US ETF worth $3.03M as of Q1 2026.
  • Truist Financial sold 45 iShares Dow Jones US ETF shares in Q1 2026, an estimated $7.45K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1094 holding.
  • Truist Financial first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 30 quarters since.
  • Truist Financial's iShares Dow Jones US ETF position peaked at $3.44M in Q4 2019.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.