WhitTier Trust Company’s iShares Dow Jones US ETF IYY Stock Holding History

WhitTier Trust Company’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	$100K	Hold	549	–	–	﹤0.01%	603
2026 Q1	$88.1K	Hold	549	–	–	﹤0.01%	618
2025 Q4	$92.5K	Sell	549 -575	-51%	-$94.6K	﹤0.01%	596
2025 Q3	$183K	Hold	1,124	–	–	﹤0.01%	482
2025 Q2	$170K	Hold	1,124	–	–	﹤0.01%	545
2025 Q1	$153K	Hold	1,124	–	–	﹤0.01%	549
2024 Q4	$161K	Hold	1,124	–	–	﹤0.01%	530
2024 Q3	$157K	Hold	1,124	–	–	﹤0.01%	521
2024 Q2	$149K	Hold	1,124	–	–	﹤0.01%	508
2024 Q1	$144K	Hold	1,124	–	–	﹤0.01%	515
2023 Q4	$131K	Hold	1,124	–	–	﹤0.01%	529
2023 Q3	$117K	Hold	1,124	–	–	﹤0.01%	523
2023 Q2	$122K	Hold	1,124	–	–	﹤0.01%	537
2023 Q1	$112K	Hold	1,124	–	–	﹤0.01%	542
2022 Q4	$105K	Hold	1,124	–	–	﹤0.01%	555
2022 Q3	$99K	Hold	1,124	–	–	﹤0.01%	558
2022 Q2	$104K	Hold	1,124	–	–	﹤0.01%	551
2022 Q1	$125K	Sell	1,124 -87	-7%	-$9.56K	﹤0.01%	535
2021 Q4	$143K	Hold	1,211	–	–	0.01%	514
2021 Q3	$131K	Sell	1,211 -550	-31%	-$61K	0.01%	508
2021 Q2	$190K	Hold	1,761	–	–	0.01%	461
2021 Q1	$176K	Sell	1,761 -447	-20%	-$43.6K	0.01%	455
2020 Q4	$208K	Buy	+2,208	New	+$196K	0.01%	426
2020 Q2	–	Sell	-2,500	Closed	-$158K	–	963
2020 Q1	$158K	Hold	2,500	–	–	0.01%	409
2019 Q4	$200K	Hold	2,500	–	–	0.01%	397
2019 Q3	$184K	Hold	2,500	–	–	0.01%	404
2019 Q2	$183K	Hold	2,500	–	–	0.01%	402
2019 Q1	$177K	Sell	2,500 -142	-5%	-$9.64K	0.01%	401
2018 Q4	$164K	Buy	2,642 +142	+6%	+$9.55K	0.01%	398
2018 Q3	$182K	Hold	2,500	–	–	0.01%	410
2018 Q2	$170K	Hold	2,500	–	–	0.01%	412
2018 Q1	$165K	Hold	2,500	–	–	0.01%	406
2017 Q4	$167K	Hold	2,500	–	–	0.01%	375
2017 Q3	$158K	Hold	2,500	–	–	0.01%	366
2017 Q2	$152K	Hold	2,500	–	–	0.01%	365
2017 Q1	$148K	Hold	2,500	–	–	0.01%	372
2016 Q4	$140K	Hold	2,500	–	–	0.01%	384
2016 Q3	$136K	Hold	2,500	–	–	0.02%	379
2016 Q2	$131K	Hold	2,500	–	–	0.02%	391
2016 Q1	$128K	Sell	2,500 -500	-17%	-$24.3K	0.02%	390
2015 Q4	$153K	Hold	3,000	–	–	0.02%	376
2015 Q3	$145K	Hold	3,000	–	–	0.02%	374
2015 Q2	$156K	Hold	3,000	–	–	0.02%	379
2015 Q1	$157K	Hold	3,000	–	–	0.02%	381
2014 Q4	$155K	Hold	3,000	–	–	0.02%	383
2014 Q3	$149K	Hold	3,000	–	–	0.02%	380
2014 Q2	$149K	Hold	3,000	–	–	0.02%	387
2014 Q1	$142K	Hold	3,000	–	–	0.02%	390
2013 Q4	$140K	Hold	3,000	–	–	0.02%	382
2013 Q3	$128K	Hold	3,000	–	–	0.02%	383
2013 Q2	$121K	Buy	+3,000	New	+$122K	0.02%	382

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

WhitTier Trust Company's IYY Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 549 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

WhitTier Trust Company first reported a position in IYY in Q2 2013 and has held it in 51 quarters since. The position peaked at $208K in Q4 2020. 119 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

WhitTier Trust Company held 549 shares of iShares Dow Jones US ETF worth $100K as of Q2 2026.
WhitTier Trust Company left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #603 holding.
WhitTier Trust Company first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 51 quarters since.
WhitTier Trust Company's iShares Dow Jones US ETF position peaked at $208K in Q4 2020.
119 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.