William Blair & Company’s iShares Dow Jones US ETF IYY Stock Holding History

William Blair & 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 Q1	$144K	Hold	910	–	–	﹤0.01%	1534
2025 Q4	$151K	Hold	910	–	–	﹤0.01%	1510
2025 Q3	$148K	Hold	910	–	–	﹤0.01%	1507
2025 Q2	$137K	Hold	910	–	–	﹤0.01%	1475
2025 Q1	$124K	Buy	910 +346	+61%	+$49.6K	﹤0.01%	1464
2024 Q4	$80.7K	Hold	564	–	–	﹤0.01%	1552
2024 Q3	$78.7K	Hold	564	–	–	﹤0.01%	1569
2024 Q2	$74.6K	Buy	564 +54	+11%	+$6.89K	﹤0.01%	1549
2024 Q1	$65.3K	Hold	510	–	–	﹤0.01%	1569
2023 Q4	$59.4K	Hold	510	–	–	﹤0.01%	1568
2023 Q3	$53.3K	Hold	510	–	–	﹤0.01%	1581
2023 Q2	$55.2K	Hold	510	–	–	﹤0.01%	1587
2023 Q1	$51K	Hold	510	–	–	﹤0.01%	1578
2022 Q4	$47.7K	Hold	510	–	–	﹤0.01%	1582
2022 Q3	$45K	Hold	510	–	–	﹤0.01%	1609
2022 Q2	$47K	Hold	510	–	–	﹤0.01%	1637
2022 Q1	$57K	Hold	510	–	–	﹤0.01%	1694
2021 Q4	$60K	Hold	510	–	–	﹤0.01%	1755
2021 Q3	$55K	Hold	510	–	–	﹤0.01%	1678
2021 Q2	$55K	Sell	510 -150	-23%	-$15.8K	﹤0.01%	1680
2021 Q1	$66K	Sell	660 -2,030	-75%	-$198K	﹤0.01%	1635
2020 Q4	$254K	Sell	2,690 -1,418	-35%	-$126K	﹤0.01%	1339
2020 Q3	$342K	Buy	4,108 +6	+0.1%	+$494	﹤0.01%	1090
2020 Q2	$314K	Buy	4,102 +6	+0.1%	+$433	﹤0.01%	1074
2020 Q1	$258K	Buy	4,096 +1,346	+49%	+$102K	﹤0.01%	1069
2019 Q4	$220K	Hold	2,750	–	–	﹤0.01%	1272
2019 Q3	$203K	Sell	2,750 -42	-2%	-$3.09K	﹤0.01%	1261
2019 Q2	$204K	Buy	2,792 +42	+2%	+$3.02K	﹤0.01%	1302
2019 Q1	$194K	Hold	2,750	–	–	﹤0.01%	1305
2018 Q4	$171K	Hold	2,750	–	–	﹤0.01%	1256
2018 Q3	$200K	Hold	2,750	–	–	﹤0.01%	1290
2018 Q2	$187K	Hold	2,750	–	–	﹤0.01%	1275
2018 Q1	$182K	Buy	+2,750	New	+$188K	﹤0.01%	1216

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

William Blair & Company's IYY Position: Q1 2026 in Review

William Blair & Company held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 910 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

William Blair & Company first reported a position in IYY in Q1 2018 and has held it in 33 quarters since. The position peaked at $342K in Q3 2020. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

William Blair & Company held 910 shares of iShares Dow Jones US ETF worth $144K as of Q1 2026.
William Blair & Company left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1534 holding.
William Blair & Company first reported a position in iShares Dow Jones US ETF in Q1 2018 and has held it in 33 quarters since.
William Blair & Company's iShares Dow Jones US ETF position peaked at $342K in Q3 2020.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.