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

Avantax 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 Q2	$259K	Buy	1,715 +2	+0.1%	+$279	﹤0.01%	2027
2025 Q1	$233K	Buy	1,713 +122	+8%	+$17.5K	﹤0.01%	2007
2024 Q4	$228K	Sell	1,591 -111	-7%	-$16K	﹤0.01%	1974
2024 Q3	$238K	Buy	+1,702	New	+$229K	﹤0.01%	1912
2022 Q3	–	Sell	-4,976	Closed	-$460K	–	1362
2022 Q2	$460K	Sell	4,976 -4,552	-48%	-$457K	0.01%	822
2022 Q1	$1.06M	Sell	9,528 -148	-2%	-$16.3K	0.01%	527
2021 Q4	$1.14M	Buy	9,676 +15	+0.2%	+$1.72K	0.02%	501
2021 Q3	$1.04M	Buy	9,661 +463	+5%	+$51.4K	0.02%	477
2021 Q2	$995K	Buy	9,198 +439	+5%	+$46.1K	0.02%	476
2021 Q1	$876K	Buy	8,759 +1,345	+18%	+$131K	0.02%	461
2020 Q4	$696K	Sell	7,414 -12,834	-63%	-$1.14M	0.02%	458
2020 Q3	$1.7M	Buy	20,248 +14,278	+239%	+$1.17M	0.03%	396
2020 Q2	$464K	Buy	5,970 +1,108	+23%	+$80K	0.01%	499
2020 Q1	$306K	Sell	4,862 -246	-5%	-$18.6K	0.01%	568
2019 Q4	$407K	Sell	5,108 -184	-3%	-$14.1K	0.01%	538
2019 Q3	$386K	Buy	5,292 +408	+8%	+$30K	0.02%	370
2019 Q2	$357K	Buy	4,884 +782	+19%	+$56.2K	0.02%	363
2019 Q1	$290K	Buy	+4,102	New	+$279K	0.02%	362

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Avantax Advisory Services's IYY Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Dow Jones US ETF (IYY) stake by 0.12% in Q2 2025, buying an estimated $279 and bringing the position to 1,715 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Avantax Advisory Services first reported a position in IYY in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.7M in Q3 2020. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

Avantax Advisory Services held 1,715 shares of iShares Dow Jones US ETF worth $259K as of Q2 2025.
Avantax Advisory Services bought 2 iShares Dow Jones US ETF shares in Q2 2025, an estimated $279.
iShares Dow Jones US ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2027 holding.
Avantax Advisory Services first reported a position in iShares Dow Jones US ETF in Q1 2019 and has held it in 18 quarters since.
Avantax Advisory Services's iShares Dow Jones US ETF position peaked at $1.7M in Q3 2020.
258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.