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
Q3 		– Sell
-100
Closed -$15.1K – 1028
2025
Q2 		$15.1K Buy
+100
New +$13.9K ﹤0.01% 696
2025
Q1 		– Sell
-100
Closed -$14.3K – 824
2024
Q4 		$14.3K Buy
+100
New +$14.4K ﹤0.01% 708
2024
Q3 		– Sell
-300
Closed -$39.7K – 817
2024
Q2 		$39.7K Buy
+300
New +$38.3K ﹤0.01% 528
2023
Q3 		– Sell
-200
Closed -$21.7K – 804
2023
Q2 		$21.7K Buy
200
+100
+100% +$10.2K ﹤0.01% 651
2023
Q1 		$10K Buy
+100
New +$9.78K ﹤0.01% 754

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
Bank of America
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
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 $79.5B AUM 27.1% 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

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.