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Cassaday & Co Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Cassaday & Co 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
2026
Q1 		$369K Hold
2,331
– – 0.01% 263
2025
Q4 		$387K Hold
2,331
– – 0.01% 250
2025
Q3 		$379K Hold
2,331
– – 0.01% 243
2025
Q2 		$352K Hold
2,331
– – 0.01% 246
2025
Q1 		$317K Hold
2,331
– – 0.01% 246
2024
Q4 		$334K Hold
2,331
– – 0.01% 242
2024
Q3 		$325K Hold
2,331
– – 0.01% 227
2024
Q2 		$308K Hold
2,331
– – 0.01% 223
2024
Q1 		$299K Sell
2,331
-40
-2% -$4.87K 0.01% 229
2023
Q4 		$276K Buy
2,371
+40
+2% +$4.35K 0.01% 215
2023
Q3 		$244K Hold
2,331
– – 0.01% 215
2023
Q2 		$253K Hold
2,331
– – 0.01% 218
2023
Q1 		$233K Buy
+2,331
New +$228K 0.01% 230

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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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