How many shares of IYY does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 44,050 shares of IYY (ISHARES DOW JONES U.S. ETF).

What is ENVESTNET ASSET MANAGEMENT INC's IYY position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's IYY position is worth $8M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling IYY?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their IYY position (+1.2% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy IYY?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in IYY in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

IYY
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES DOW JONES U.S. ETF

Current Value

$8M

Current Shares

44,050

Total Value Change

+$5.6M

Total Shares Change

+24,832

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	44,050	+1.2%	$8M	0.0%	$182.28	28
2026-Q1	Decreased	43,544	-0.4%	$6.9M	0.0%	$165.52	0
2025-Q4	Increased	43,708	+1.6%	$7.2M	0.0%	$167.06	28
2025-Q3	Increased	42,998	+3.1%	$7M	0.0%	$161.42	28
2025-Q2	Increased	41,707	+7.7%	$6.3M	0.0%	$149.22	29
2025-Q1	Decreased	38,731	-8.4%	$5.3M	0.0%	$134.35	0
2024-Q4	Decreased	42,266	-1.3%	$6M	0.0%	$142.16	0
2024-Q3	Decreased	42,829	-0.2%	$6M	0.0%	$137.24	0
2024-Q2	Increased	42,924	+7.7%	$5.7M	0.0%	$130.17	29
2024-Q1	Increased	39,871	+15.8%	$5.1M	0.0%	$125.71	31
2023-Q4	Decreased	34,416	-1.9%	$4M	0.0%	$114.07	0
2023-Q3	Increased	35,081	+4.1%	$3.7M	0.0%	$101.87	28
2023-Q2	Decreased	33,696	-0.9%	$3.7M	0.0%	$103.93	0
2023-Q1	Increased	34,004	+7.0%	$3.4M	0.0%	$95.45	28
2022-Q4	Increased	31,775	+10.3%	$3M	0.0%	$90.19	29
2022-Q3	Increased	28,802	+3.2%	$2.5M	0.0%	$85.36	27
2022-Q2	Decreased	27,897	-8.5%	$2.6M	0.0%	$89.12	0
2022-Q1	Increased	30,474	+7.4%	$3.4M	0.0%	$107.81	29
2021-Q4	Decreased	28,364	-8.5%	$3.3M	0.0%	$112.44	0
2021-Q3	Decreased	31,013	-7.0%	$3.3M	0.0%	$103.48	0
2021-Q2	Increased	33,357	+7.5%	$3.6M	0.0%	$102.06	29
2021-Q1	Decreased	31,045	-15.6%	$3.1M	0.0%	$93.72	0
2020-Q4	Increased	36,781	+163.3%	$3.5M	0.0%	$88.36	43
2020-Q3	Increased	13,969	+2.8%	$2.3M	0.0%	$77.50	27
2020-Q2	Decreased	13,591	-3.4%	$2.1M	0.0%	$70.32	0
2020-Q1	Decreased	14,064	-18.4%	$1.8M	0.0%	$59.68	0
2019-Q4	Decreased	17,237	-13.5%	$2.8M	0.0%	$73.69	0
2019-Q3	Decreased	19,931	-5.2%	$2.9M	0.0%	$67.50	0
2019-Q2	Increased	21,029	+2.3%	$3.1M	0.0%	$66.94	27
2019-Q1	Increased	20,554	+7.0%	$2.9M	0.0%	$64.35	28
2018-Q4	New	19,218	-	$2.4M	0.0%	$55.98	36

Other major holders of IYY: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

IYY31 quarters

IYY
31 quarters