Belvedere Trading’s iShares Dow Jones US ETF IYY Stock Holding History

Belvedere Trading’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 Q4	–	Sell	-9,173	Closed	-$1.49M	–	957
2025 Q3	$1.49M	Sell	9,173 -1,839	-17%	-$288K	﹤0.01%	137
2025 Q2	$1.66M	Buy	11,012 +10,274	+1,392%	+$1.43M	﹤0.01%	108
2025 Q1	$100K	Buy	+738	New	+$106K	﹤0.01%	427

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

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

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Belvedere Trading's IYY Position: Q4 2025 in Review

Belvedere Trading sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 9,173 shares — an estimated $1.49M sold.

Belvedere Trading first reported a position in IYY in Q1 2025 and held it in 3 quarters. The position peaked at $1.66M in Q2 2025. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

Belvedere Trading reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
Belvedere Trading sold 9,173 iShares Dow Jones US ETF shares in Q4 2025, an estimated $1.49M.
Belvedere Trading first reported a position in iShares Dow Jones US ETF in Q1 2025 and held it in 3 quarters.
Belvedere Trading's iShares Dow Jones US ETF position peaked at $1.66M in Q2 2025.
280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Belvedere Trading's 13F filing for Q4 2025, filed 10 Feb 2026.