Ameritas Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-254	Closed	-$41.3K	–	1558
2025 Q3	$41.3K	Sell	254 -3,555	-93%	-$556K	﹤0.01%	1158
2025 Q2	$575K	Buy	+3,809	New	+$531K	0.03%	471
2023 Q2	–	Sell	-354	Closed	-$35.5K	–	1582
2023 Q1	$35.5K	Buy	+354	New	+$34.6K	﹤0.01%	1394

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

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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

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

Ameritas Advisory Services's IYY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 254 shares — an estimated $41.3K sold.

Ameritas Advisory Services first reported a position in IYY in Q1 2023 and held it in 3 quarters. The position peaked at $575K in Q2 2025. 278 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 254 iShares Dow Jones US ETF shares in Q4 2025, an estimated $41.3K.
Ameritas Advisory Services first reported a position in iShares Dow Jones US ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's iShares Dow Jones US ETF position peaked at $575K in Q2 2025.
278 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.