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Atala Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Atala Financial’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
-210
Closed -$28.6K – 296
2025
Q1 		$28.6K Hold
210
– – 0.02% 211
2024
Q4 		$30K Buy
+210
New +$30.2K 0.02% 220

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

Atala Financial's IYY Position: Q2 2025 in Review

Atala Financial sold out of iShares Dow Jones US ETF (IYY) in Q2 2025, closing a stake of 210 shares — an estimated $28.6K sold.

Atala Financial first reported a position in IYY in Q4 2024 and held it in 2 quarters. The position peaked at $30K in Q4 2024. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

  • Atala Financial reported no remaining iShares Dow Jones US ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 210 iShares Dow Jones US ETF shares in Q2 2025, an estimated $28.6K.
  • Atala Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares Dow Jones US ETF position peaked at $30K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.