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Value Investment Professionals’s iShares Dow Jones US ETF IYY Stock Holding History

Value Investment Professionals’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 		– Sell
-74,583
Closed -$5.33M – 78
2025
Q4 		$5.33M Buy
+74,583
New +$12.3M 5.59% 4

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Value Investment Professionals's IYY Position: Q1 2026 in Review

Value Investment Professionals sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 74,583 shares — an estimated $5.33M sold.

Value Investment Professionals first reported a position in IYY in Q4 2025 and held it in 1 quarter. The position peaked at $5.33M in Q4 2025. 279 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Value Investment Professionals reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Value Investment Professionals sold 74,583 iShares Dow Jones US ETF shares in Q1 2026, an estimated $5.33M.
  • Value Investment Professionals first reported a position in iShares Dow Jones US ETF in Q4 2025 and held it in 1 quarter.
  • Value Investment Professionals's iShares Dow Jones US ETF position peaked at $5.33M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Value Investment Professionals's 13F filing for Q1 2026, filed 14 Apr 2026.