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

GeoWealth 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
2025 Q1	–	Sell	-22,904	Closed	-$3.28M	–	1455
2024 Q4	$3.28M	Buy	22,904 +517	+2%	+$74.4K	0.11%	129
2024 Q3	$3.13M	Buy	+22,387	New	+$3.01M	0.11%	140
2024 Q2	–	Sell	-21,806	Closed	-$2.79M	–	909
2024 Q1	$2.79M	Buy	21,806 +19,709	+940%	+$2.4M	0.11%	140
2023 Q4	$244K	Buy	+2,097	New	+$228K	0.02%	460

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 $71.6B AUM 21.08% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SNWA

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

GeoWealth Management's IYY Position: Q1 2025 in Review

GeoWealth Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 22,904 shares — an estimated $3.28M sold.

GeoWealth Management first reported a position in IYY in Q4 2023 and held it in 4 quarters. The position peaked at $3.28M in Q4 2024. 252 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

GeoWealth Management reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 22,904 iShares Dow Jones US ETF shares in Q1 2025, an estimated $3.28M.
GeoWealth Management first reported a position in iShares Dow Jones US ETF in Q4 2023 and held it in 4 quarters.
GeoWealth Management's iShares Dow Jones US ETF position peaked at $3.28M in Q4 2024.
252 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.