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BOLTON SECURITIES CORPORATION’s iShares Dow Jones US ETF IYY Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$287K Sell
1,548
-53
-3% -$9.8K 0.01% 767
2026
Q2 		$292K Hold
1,601
– – 0.01% 773
2026
Q1 		$254K Buy
+1,601
New +$265K 0.01% 740

Other funds holding IYY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sentinus LLC
Sentinus LLC Oak Brook, Illinois $1.38B AUM 16.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
COFG Advisors
COFG Advisors Oak Brook, Illinois $595M AUM 20.6% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IYY Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares Dow Jones US ETF (IYY) stake by 3.3% in Q3 2026, selling an estimated $9.8K and leaving 1,548 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #767.

BOLTON SECURITIES CORPORATION first reported a position in IYY in Q1 2026 and has held it in 3 quarters since. The position peaked at $292K in Q2 2026. 205 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,548 shares of iShares Dow Jones US ETF worth $287K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 53 iShares Dow Jones US ETF shares in Q3 2026, an estimated $9.8K.
  • iShares Dow Jones US ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #767 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Dow Jones US ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Dow Jones US ETF position peaked at $292K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.