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	-1,400	Closed	-$227K	–	956
2025 Q3	$227K	Sell	1,400 -3,100	-69%	-$485K	﹤0.01%	453
2025 Q2	$679K	Sell	4,500 -1,200	-21%	-$167K	﹤0.01%	189
2025 Q1	$776K	Buy	5,700 +100	+2%	+$14.3K	﹤0.01%	155
2024 Q4	$801K	Sell	5,600 -1,000	-15%	-$144K	﹤0.01%	188
2024 Q3	$921K	Buy	6,600 +100	+2%	+$13.5K	﹤0.01%	124
2024 Q2	$860K	Buy	+6,500	New	+$829K	﹤0.01%	125
2023 Q3	–	Sell	-2,200	Closed	-$238K	–	803
2023 Q2	$238K	Sell	2,200 -700	-24%	-$71.6K	﹤0.01%	270
2023 Q1	$290K	Buy	+2,900	New	+$284K	﹤0.01%	245

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

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

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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. 278 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.
278 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.