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

Atomi Financial Group’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
2026
Q1 		– Sell
-5,440
Closed -$902K – 1274
2025
Q4 		$902K Hold
5,440
– – 0.03% 449
2025
Q3 		$884K Buy
+5,440
New +$851K 0.03% 423

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atomi Financial Group's IYY Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 5,440 shares — an estimated $902K sold.

Atomi Financial Group first reported a position in IYY in Q3 2025 and held it in 2 quarters. The position peaked at $902K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Atomi Financial Group reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 5,440 iShares Dow Jones US ETF shares in Q1 2026, an estimated $902K.
  • Atomi Financial Group first reported a position in iShares Dow Jones US ETF in Q3 2025 and held it in 2 quarters.
  • Atomi Financial Group's iShares Dow Jones US ETF position peaked at $902K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.