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Waverly Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Waverly 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 		$1.09M Hold
6,000
– – 0.01% 858
2026
Q1 		$951K Sell
6,000
-150
-2% -$24.8K 0.01% 850
2025
Q4 		$1.02M Buy
+6,150
New +$1.01M 0.01% 758

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

Waverly Advisors's IYY Position: Q2 2026 in Review

Waverly Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 6,000 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #858.

Waverly Advisors first reported a position in IYY in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Waverly Advisors held 6,000 shares of iShares Dow Jones US ETF worth $1.09M as of Q2 2026.
  • Waverly Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #858 holding.
  • Waverly Advisors first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.