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

Congress 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
Q2 		$732K Buy
4,850
+1
+0% +$139 0.01% 801
2025
Q1 		$660K Sell
4,849
-880
-15% -$126K 0.01% 736
2024
Q4 		$820K Buy
5,729
+185
+3% +$26.6K 0.01% 550
2024
Q3 		$774K Buy
+5,544
New +$746K 0.01% 560

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

Congress Wealth Management's IYY Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Dow Jones US ETF (IYY) stake by 0.02% in Q2 2025, buying an estimated $139 and bringing the position to 4,850 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #801.

Congress Wealth Management first reported a position in IYY in Q3 2024 and has held it in 4 quarters since. The position peaked at $820K in Q4 2024. 260 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

  • Congress Wealth Management held 4,850 shares of iShares Dow Jones US ETF worth $732K as of Q2 2025.
  • Congress Wealth Management bought 1 iShares Dow Jones US ETF share in Q2 2025, an estimated $139.
  • iShares Dow Jones US ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #801 holding.
  • Congress Wealth Management first reported a position in iShares Dow Jones US ETF in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's iShares Dow Jones US ETF position peaked at $820K in Q4 2024.
  • 260 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.