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

Aviso 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
Q1 		– Sell
-50
Closed -$7.15K – 366
2024
Q4 		$7.15K Hold
50
– – ﹤0.01% 314
2024
Q3 		$6.98K Hold
50
– – ﹤0.01% 313
2024
Q2 		$6.61K Buy
+50
New +$6.38K ﹤0.01% 300

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

Aviso Financial's IYY Position: Q1 2025 in Review

Aviso Financial sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 50 shares — an estimated $7.15K sold.

Aviso Financial first reported a position in IYY in Q2 2024 and held it in 3 quarters. The position peaked at $7.15K in Q4 2024. 252 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

  • Aviso Financial reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
  • Aviso Financial sold 50 iShares Dow Jones US ETF shares in Q1 2025, an estimated $7.15K.
  • Aviso Financial first reported a position in iShares Dow Jones US ETF in Q2 2024 and held it in 3 quarters.
  • Aviso Financial's iShares Dow Jones US ETF position peaked at $7.15K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on Aviso Financial's 13F filing for Q1 2025, filed 13 May 2025.