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Concurrent Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Concurrent Investment Advisors’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 		$498K Sell
3,144
-70
-2% -$11.6K 0.01% 1217
2025
Q4 		$533K Sell
3,214
-68
-2% -$11.2K 0.01% 1121
2025
Q3 		$533K Sell
3,282
-72
-2% -$11.3K 0.01% 892
2025
Q2 		$506K Sell
3,354
-108
-3% -$15K 0.01% 843
2025
Q1 		$471K Sell
3,462
-61
-2% -$8.75K 0.01% 765
2024
Q4 		$504K Sell
3,523
-33
-0.9% -$4.75K 0.01% 667
2024
Q3 		$496K Buy
3,556
+1
+0% +$135 0.01% 625
2024
Q2 		$470K Buy
3,555
+579
+19% +$73.9K 0.02% 607
2024
Q1 		$381K Buy
2,976
+946
+47% +$115K 0.02% 617
2023
Q4 		$237K Buy
+2,030
New +$221K 0.01% 722

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