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Avidian Wealth Enterprises’s iShares Dow Jones US ETF IYY Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-1,412
Closed -$213K – 595
2025
Q2 		$213K Buy
+1,412
New +$197K 0.01% 514

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Bank of America
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Avidian Wealth Enterprises's IYY Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of iShares Dow Jones US ETF (IYY) in Q3 2025, closing a stake of 1,412 shares — an estimated $213K sold.

Avidian Wealth Enterprises first reported a position in IYY in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

  • Avidian Wealth Enterprises reported no remaining iShares Dow Jones US ETF position as of Q3 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,412 iShares Dow Jones US ETF shares in Q3 2025, an estimated $213K.
  • Avidian Wealth Enterprises first reported a position in iShares Dow Jones US ETF in Q2 2025 and held it in 1 quarter.
  • Avidian Wealth Enterprises's iShares Dow Jones US ETF position peaked at $213K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.