Belvedere Trading
IYY icon

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 – 1012
2025
Q3 		$1.49M Sell
9,173
-1,839
-17% -$288K 0.12% 137
2025
Q2 		$1.66M Buy
11,012
+10,274
+1,392% +$1.43M 0.13% 108
2025
Q1 		$100K Buy
+738
New +$106K 0.01% 427
2024
Q4 		– Hold
0
– – – 1051
2024
Q3 		– Hold
0
– – – 901
2024
Q2 		– Hold
0
– – – 889
2023
Q3 		– Hold
0
– – – 907
2023
Q2 		– Hold
0
– – – 1097
2023
Q1 		– Hold
0
– – – 1298

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 $376B 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
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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 $501B AUM 22.01% 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