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

EPG 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
2024 Q4	–	Sell	-50	Closed	-$6.98K	–	434
2024 Q3	$6.98K	Buy	+50	New	+$6.73K	﹤0.01%	383
2024 Q2	–	Sell	-154	Closed	-$19.6K	–	365
2024 Q1	$19.8K	Sell	154 -100	-39%	-$12.2K	﹤0.01%	361
2023 Q4	$30.7K	Buy	254 +1	+0.4%	+$109	0.01%	328
2023 Q3	$26.5K	Sell	253 -80	-24%	-$8.7K	0.01%	327
2023 Q2	$36.1K	Hold	333	–	–	0.01%	305
2023 Q1	$33.3K	Hold	333	–	–	0.01%	313
2022 Q4	$31.1K	Buy	333 +1	+0.3%	+$94	0.01%	286
2022 Q3	$29K	Buy	+332	New	+$32.4K	0.01%	292
2022 Q1	–	Sell	-331	Closed	-$39K	–	420
2021 Q4	$39K	Hold	331	–	–	0.01%	303
2021 Q3	$36K	Buy	+331	New	+$36.7K	0.01%	288
2020 Q2	–	Sell	-204	Closed	-$13K	–	473
2020 Q1	$13K	Buy	+204	New	+$15.4K	0.01%	457

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return

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

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

EPG Wealth Management's IYY Position: Q4 2024 in Review

EPG Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2024, closing a stake of 50 shares — an estimated $6.98K sold.

EPG Wealth Management first reported a position in IYY in Q1 2020 and held it in 11 quarters. The position peaked at $39K in Q4 2021. 261 funds tracked by Wall St. Rank hold IYY as of Q4 2024.

EPG Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2024 after selling out during the quarter.
EPG Wealth Management sold 50 iShares Dow Jones US ETF shares in Q4 2024, an estimated $6.98K.
EPG Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2020 and held it in 11 quarters.
EPG Wealth Management's iShares Dow Jones US ETF position peaked at $39K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.