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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 260 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.
260 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.