PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Dow Jones US ETF IYY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q4	–	Sell	-400	Closed	-$65K	–	573
2025 Q3	$65K	Hold	400	–	–	0.02%	249
2025 Q2	$60.4K	Hold	400	–	–	0.02%	254
2025 Q1	$54.4K	Hold	400	–	–	0.02%	258
2024 Q4	$57.2K	Buy	+400	New	+$57.5K	0.02%	242

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IYY Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 400 shares — an estimated $65K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IYY in Q4 2024 and held it in 4 quarters. The position peaked at $65K in Q3 2025. 278 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 400 iShares Dow Jones US ETF shares in Q4 2025, an estimated $65K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Dow Jones US ETF position peaked at $65K in Q3 2025.
278 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.