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Aspen Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

Aspen Investment Management’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
Q2 		– Sell
-1,757
Closed -$239K – 150
2025
Q1 		$239K Buy
+1,757
New +$252K 0.11% 139

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

Aspen Investment Management's IYY Position: Q2 2025 in Review

Aspen Investment Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2025, closing a stake of 1,757 shares — an estimated $239K sold.

Aspen Investment Management first reported a position in IYY in Q1 2025 and held it in 1 quarter. The position peaked at $239K in Q1 2025. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

  • Aspen Investment Management reported no remaining iShares Dow Jones US ETF position as of Q2 2025 after selling out during the quarter.
  • Aspen Investment Management sold 1,757 iShares Dow Jones US ETF shares in Q2 2025, an estimated $239K.
  • Aspen Investment Management first reported a position in iShares Dow Jones US ETF in Q1 2025 and held it in 1 quarter.
  • Aspen Investment Management's iShares Dow Jones US ETF position peaked at $239K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Aspen Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.