Garde Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Garde Capital’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 Q3	–	Sell	-650	Closed	-$98.1K	–	530
2025 Q2	$98.1K	Hold	650	–	–	0.01%	284
2025 Q1	$88.5K	Buy	+650	New	+$93.3K	0.01%	292
2024 Q3	–	Sell	-930	Closed	-$123K	–	271
2024 Q2	$123K	Hold	930	–	–	0.01%	245
2024 Q1	$119K	Hold	930	–	–	0.01%	262
2023 Q4	$108K	Buy	+930	New	+$101K	0.01%	266
2023 Q3	–	Sell	-930	Closed	-$101K	–	267
2023 Q2	$101K	Buy	+930	New	+$95.1K	0.01%	278
2022 Q2	–	Sell	-970	Closed	-$108K	–	269
2022 Q1	$108K	Hold	970	–	–	0.01%	269
2021 Q4	$114K	Buy	+970	New	+$111K	0.01%	269

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SFS

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garde Capital's IYY Position: Q3 2025 in Review

Garde Capital sold out of iShares Dow Jones US ETF (IYY) in Q3 2025, closing a stake of 650 shares — an estimated $98.1K sold.

Garde Capital first reported a position in IYY in Q4 2021 and held it in 8 quarters. The position peaked at $123K in Q2 2024. 264 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

Garde Capital reported no remaining iShares Dow Jones US ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 650 iShares Dow Jones US ETF shares in Q3 2025, an estimated $98.1K.
Garde Capital first reported a position in iShares Dow Jones US ETF in Q4 2021 and held it in 8 quarters.
Garde Capital's iShares Dow Jones US ETF position peaked at $123K in Q2 2024.
264 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.