William Mack & Associates’s iShares Dow Jones US ETF IYY Stock Holding History

William Mack & Associates’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 Q3	$92.3K	Buy	+498	New	+$92.1K	0.03%	174

Other funds holding IYY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

William Mack & Associates's IYY Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares Dow Jones US ETF (IYY) in Q3 2026: 498 shares worth $92.3K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings.

253 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

William Mack & Associates held 498 shares of iShares Dow Jones US ETF worth $92.3K as of Q3 2026.
iShares Dow Jones US ETF was a new William Mack & Associates position in Q3 2026.
iShares Dow Jones US ETF made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #174 holding.
253 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.