Brass Tax Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Brass Tax Wealth Management’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	$975K	Hold	6,000	–	–	0.16%	60
2025 Q2	$905K	Hold	6,000	–	–	0.17%	61
2025 Q1	$817K	Hold	6,000	–	–	0.17%	69
2024 Q4	$859K	Hold	6,000	–	–	0.18%	60
2024 Q3	$838K	Hold	6,000	–	–	0.18%	61
2024 Q2	$794K	Hold	6,000	–	–	0.34%	44
2024 Q1	$769K	Buy	+6,000	New	+$730K	0.4%	37

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brass Tax Wealth Management's IYY Position: Q3 2025 in Review

Brass Tax Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q3 2025 at 6,000 shares worth $975K. The position accounts for 0.16% of the portfolio, ranked #60.

Brass Tax Wealth Management first reported a position in IYY in Q1 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

Brass Tax Wealth Management held 6,000 shares of iShares Dow Jones US ETF worth $975K as of Q3 2025.
Brass Tax Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q3 2025.
iShares Dow Jones US ETF made up 0.16% of Brass Tax Wealth Management's portfolio in Q3 2025, its #60 holding.
Brass Tax Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 7 quarters since.
262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.