UBS AM’s iShares Dow Jones US ETF IYY Stock Holding History

UBS AM’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	$326K	Hold	1,787	–	–	﹤0.01%	2622
2026 Q1	$283K	Buy	+1,787	New	+$296K	﹤0.01%	2670

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

UBS AM's IYY Position: Q2 2026 in Review

UBS AM held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,787 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

UBS AM first reported a position in IYY in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

UBS AM held 1,787 shares of iShares Dow Jones US ETF worth $326K as of Q2 2026.
UBS AM left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2622 holding.
UBS AM first reported a position in iShares Dow Jones US ETF in Q1 2026 and has held it in 2 quarters since.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.