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Essential Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Essential Planning’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
Q1 		– Sell
-27,300
Closed -$3.92M – 197
2024
Q4 		$3.92M Buy
+27,300
New +$3.93M 0.03% 137

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
Savant Capital
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

Essential Planning's IYY Position: Q1 2025 in Review

Essential Planning sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 27,300 shares — an estimated $3.92M sold.

Essential Planning first reported a position in IYY in Q4 2024 and held it in 1 quarter. The position peaked at $3.92M in Q4 2024. 254 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

  • Essential Planning reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 27,300 iShares Dow Jones US ETF shares in Q1 2025, an estimated $3.92M.
  • Essential Planning first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Dow Jones US ETF position peaked at $3.92M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.