Wealthspire Advisors (New York)’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthspire Advisors (New York)’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	$427K	Sell	2,344 -442	-16%	-$78K	﹤0.01%	863
2026 Q1	$441K	Sell	2,786 -619	-18%	-$102K	﹤0.01%	611
2025 Q4	$565K	Buy	3,405 +1,753	+106%	+$288K	﹤0.01%	572
2025 Q3	$268K	Sell	1,652 -287	-15%	-$44.9K	﹤0.01%	704
2025 Q2	$293K	Buy	1,939 +52	+3%	+$7.24K	﹤0.01%	674
2025 Q1	$257K	Buy	1,887 +442	+31%	+$63.4K	﹤0.01%	681
2024 Q4	$207K	Hold	1,445	–	–	﹤0.01%	741
2024 Q3	$202K	Buy	+1,445	New	+$194K	﹤0.01%	711

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

Wealthspire Advisors (New York)'s IYY Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Dow Jones US ETF (IYY) stake by 16% in Q2 2026, selling an estimated $78K and leaving 2,344 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Wealthspire Advisors (New York) first reported a position in IYY in Q3 2024 and has held it in 8 quarters since. The position peaked at $565K in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Wealthspire Advisors (New York) held 2,344 shares of iShares Dow Jones US ETF worth $427K as of Q2 2026.
Wealthspire Advisors (New York) sold 442 iShares Dow Jones US ETF shares in Q2 2026, an estimated $78K.
iShares Dow Jones US ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #863 holding.
Wealthspire Advisors (New York) first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s iShares Dow Jones US ETF position peaked at $565K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.