First Horizon Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

First Horizon 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
2025 Q2	$19.8K	Sell	131 -5	-4%	-$696	﹤0.01%	1433
2025 Q1	$18.5K	Hold	136	–	–	﹤0.01%	1365
2024 Q4	$19.5K	Hold	136	–	–	﹤0.01%	1341
2024 Q3	$19K	Hold	136	–	–	﹤0.01%	1377
2024 Q2	$18K	Hold	136	–	–	﹤0.01%	1316
2024 Q1	$17.4K	Hold	136	–	–	﹤0.01%	1384
2023 Q4	$15.8K	Hold	136	–	–	﹤0.01%	1415
2023 Q3	$14.2K	Hold	136	–	–	﹤0.01%	1375
2023 Q2	$14.7K	Hold	136	–	–	﹤0.01%	1388
2023 Q1	$13.6K	Hold	136	–	–	﹤0.01%	1425
2022 Q4	$12.7K	Hold	136	–	–	﹤0.01%	1446
2022 Q3	$11K	Hold	136	–	–	﹤0.01%	1481
2022 Q2	$12K	Buy	+136	New	+$13.7K	﹤0.01%	1508
2022 Q1	–	Sell	-136	Closed	-$16K	–	2021
2021 Q4	$16K	Hold	136	–	–	﹤0.01%	1354
2021 Q3	$14K	Hold	136	–	–	﹤0.01%	1400
2021 Q2	$14K	Buy	+136	New	+$14.3K	﹤0.01%	1233

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SNWA

Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

First Horizon Advisors's IYY Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 3.7% in Q2 2025, selling an estimated $696 and leaving 131 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

First Horizon Advisors first reported a position in IYY in Q2 2021 and has held it in 16 quarters since. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

First Horizon Advisors held 131 shares of iShares Dow Jones US ETF worth $19.8K as of Q2 2025.
First Horizon Advisors sold 5 iShares Dow Jones US ETF shares in Q2 2025, an estimated $696.
iShares Dow Jones US ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1433 holding.
First Horizon Advisors first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 16 quarters since.
258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.