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VeraBank’s iShares Dow Jones US ETF IYY Stock Holding History

VeraBank’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 		$211K Sell
1,157
-165
-12% -$29.1K 0.03% 162
2026
Q1 		$209K Sell
1,322
-124
-9% -$20.5K 0.04% 170
2025
Q4 		$240K Hold
1,446
– – 0.04% 164
2025
Q3 		$235K Hold
1,446
– – 0.04% 172
2025
Q2 		$218K Buy
+1,446
New +$201K 0.04% 180

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

VeraBank's IYY Position: Q2 2026 in Review

VeraBank reduced its iShares Dow Jones US ETF (IYY) stake by 12% in Q2 2026, selling an estimated $29.1K and leaving 1,157 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #162.

VeraBank first reported a position in IYY in Q2 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • VeraBank held 1,157 shares of iShares Dow Jones US ETF worth $211K as of Q2 2026.
  • VeraBank sold 165 iShares Dow Jones US ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Dow Jones US ETF made up 0.03% of VeraBank's portfolio in Q2 2026, its #162 holding.
  • VeraBank first reported a position in iShares Dow Jones US ETF in Q2 2025 and has held it in 5 quarters since.
  • VeraBank's iShares Dow Jones US ETF position peaked at $240K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.