Twin Focus Capital Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Twin Focus Capital Partners’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	$704K	Hold	3,864	–	–	0.07%	107
2026 Q1	$612K	Buy	3,864 +815	+27%	+$135K	0.07%	119
2025 Q4	$506K	Hold	3,049	–	–	0.06%	131
2025 Q3	$495K	Hold	3,049	–	–	0.06%	127
2025 Q2	$460K	Hold	3,049	–	–	0.06%	115
2025 Q1	$415K	Buy	+3,049	New	+$437K	0.06%	109

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

Twin Focus Capital Partners's IYY Position: Q2 2026 in Review

Twin Focus Capital Partners held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 3,864 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #107.

Twin Focus Capital Partners first reported a position in IYY in Q1 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Twin Focus Capital Partners held 3,864 shares of iShares Dow Jones US ETF worth $704K as of Q2 2026.
Twin Focus Capital Partners left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.07% of Twin Focus Capital Partners's portfolio in Q2 2026, its #107 holding.
Twin Focus Capital Partners first reported a position in iShares Dow Jones US ETF in Q1 2025 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.