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

United Capital 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 		$720K Sell
3,951
-15
-0.4% -$2.65K ﹤0.01% 948
2026
Q1 		$628K Buy
3,966
+39
+1% +$6.45K ﹤0.01% 957
2025
Q4 		$651K Sell
3,927
-243
-6% -$40K ﹤0.01% 871
2025
Q3 		$678K Sell
4,170
-447
-10% -$69.9K ﹤0.01% 769
2025
Q2 		$697K Sell
4,617
-25
-0.5% -$3.48K 0.01% 694
2025
Q1 		$632K Sell
4,642
-6
-0.1% -$861 0.01% 685
2024
Q4 		$665K Sell
4,648
-222
-5% -$31.9K 0.01% 654
2024
Q3 		$680K Buy
4,870
+21
+0.4% +$2.83K 0.01% 649
2024
Q2 		$642K Sell
4,849
-629
-11% -$80.2K 0.01% 643
2024
Q1 		$702K Sell
5,478
-919
-14% -$112K 0.01% 650
2023
Q4 		$745K Sell
6,397
-8,629
-57% -$938K 0.01% 630
2023
Q3 		$1.57M Sell
15,026
-406
-3% -$44.1K 0.01% 452
2023
Q2 		$1.67M Buy
15,432
+58
+0.4% +$5.93K 0.01% 466
2023
Q1 		$1.54M Sell
15,374
-258
-2% -$25.2K 0.01% 492
2022
Q4 		$1.46M Sell
15,632
-309
-2% -$29.1K 0.01% 541
2022
Q3 		$1.4M Sell
15,941
-943
-6% -$91.9K 0.01% 538
2022
Q2 		$1.56M Sell
16,884
-194
-1% -$19.5K 0.01% 544
2022
Q1 		$1.9M Sell
17,078
-153
-0.9% -$16.8K 0.01% 527
2021
Q4 		$2.03M Buy
17,231
+40
+0.2% +$4.59K 0.01% 538
2021
Q3 		$1.85M Sell
17,191
-144
-0.8% -$16K 0.01% 543
2021
Q2 		$1.87M Sell
17,335
-4,318
-20% -$454K 0.01% 556
2021
Q1 		$2.16M Sell
21,653
-193
-0.9% -$18.8K 0.01% 491
2020
Q4 		$2.06M Sell
21,846
-3,488
-14% -$310K 0.01% 499
2020
Q3 		$2.1M Sell
25,334
-3,786
-13% -$311K 0.01% 485
2020
Q2 		$2.23M Buy
29,120
+104
+0.4% +$7.5K 0.02% 493
2020
Q1 		$1.83M Sell
29,016
-494
-2% -$37.3K 0.02% 514
2019
Q4 		$2.35M Buy
29,510
+12
+0% +$917 0.02% 572
2019
Q3 		$2.18M Sell
29,498
-270
-0.9% -$19.9K 0.02% 571
2019
Q2 		$2.17M Buy
29,768
+10,816
+57% +$777K 0.01% 599
2019
Q1 		$1.34M Sell
18,952
-464
-2% -$31.5K 0.01% 697
2018
Q4 		$1.2M Sell
19,416
-344
-2% -$23.1K 0.01% 663
2018
Q3 		$1.44M Sell
19,760
-890
-4% -$63.6K 0.01% 677
2018
Q2 		$1.41M Sell
20,650
-674
-3% -$45.7K 0.01% 672
2018
Q1 		$1.41M Sell
21,324
-234
-1% -$16K 0.01% 683
2017
Q4 		$1.44M Sell
21,558
-266
-1% -$17.3K 0.01% 691
2017
Q3 		$1.38M Sell
21,824
-796
-4% -$49.2K 0.01% 685
2017
Q2 		$1.37M Sell
22,620
-1,832
-7% -$110K 0.01% 676
2017
Q1 		$1.45M Buy
24,452
+952
+4% +$55.5K 0.01% 646
2016
Q4 		$1.32M Sell
23,500
-880
-4% -$48.2K 0.01% 665
2016
Q3 		$1.32M Sell
24,380
-1,426
-6% -$77.1K 0.01% 703
2016
Q2 		$1.35M Sell
25,806
-1,788
-6% -$92.6K 0.01% 646
2016
Q1 		$1.41M Sell
27,594
-1,220
-4% -$59.2K 0.02% 614
2015
Q4 		$1.47M Sell
28,814
-3,406
-11% -$175K 0.02% 604
2015
Q3 		$1.55M Sell
32,220
-2,556
-7% -$131K 0.02% 574
2015
Q2 		$1.81M Sell
34,776
-7,092
-17% -$377K 0.02% 589
2015
Q1 		$2.2M Sell
41,868
-11,534
-22% -$601K 0.03% 531
2014
Q4 		$2.77M Buy
53,402
+1,868
+4% +$94.5K 0.04% 387
2014
Q3 		$2.56M Buy
51,534
+1,948
+4% +$97.2K 0.04% 383
2014
Q2 		$2.46M Sell
49,586
-1,454
-3% -$69.9K 0.05% 376
2014
Q1 		$2.42M Buy
51,040
+2,358
+5% +$110K 0.05% 328
2013
Q4 		$2.27M Buy
48,682
+1,088
+2% +$48.7K 0.08% 228
2013
Q3 		$2.03M Buy
47,594
+6,722
+16% +$285K 0.06% 251
2013
Q2 		$1.65M Buy
+40,872
New +$1.66M 0.04% 333

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

United Capital Financial Advisors's IYY Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.38% in Q2 2026, selling an estimated $2.65K and leaving 3,951 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

United Capital Financial Advisors first reported a position in IYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.77M in Q4 2014. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • United Capital Financial Advisors held 3,951 shares of iShares Dow Jones US ETF worth $720K as of Q2 2026.
  • United Capital Financial Advisors sold 15 iShares Dow Jones US ETF shares in Q2 2026, an estimated $2.65K.
  • iShares Dow Jones US ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #948 holding.
  • United Capital Financial Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's iShares Dow Jones US ETF position peaked at $2.77M in Q4 2014.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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