Global Financial Private Client’s iShares Dow Jones US ETF IYY Stock Holding History

Global Financial Private Client’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	–	Sell	-30	Closed	-$4.08K	–	905
2025 Q1	$4.08K	Hold	30	–	–	﹤0.01%	722
2024 Q4	$4.29K	Hold	30	–	–	﹤0.01%	651
2024 Q3	$4.19K	Hold	30	–	–	﹤0.01%	666
2024 Q2	$3.97K	Hold	30	–	–	﹤0.01%	522
2024 Q1	$3.83K	Hold	30	–	–	﹤0.01%	542
2023 Q4	$3.5K	Hold	30	–	–	﹤0.01%	547
2023 Q3	$3.13K	Hold	30	–	–	﹤0.01%	538
2023 Q2	$3.25K	Hold	30	–	–	﹤0.01%	536
2023 Q1	$3.01K	Hold	30	–	–	﹤0.01%	545
2022 Q4	$2.8K	Hold	30	–	–	﹤0.01%	535
2022 Q3	$2.7K	Hold	30	–	–	﹤0.01%	511
2022 Q2	$2.8K	Hold	30	–	–	﹤0.01%	491
2022 Q1	$3.35K	Hold	30	–	–	﹤0.01%	493
2021 Q4	$3.54K	Hold	30	–	–	﹤0.01%	478
2021 Q3	$3.27K	Hold	30	–	–	﹤0.01%	429
2021 Q2	$3.25K	Hold	30	–	–	﹤0.01%	436
2021 Q1	$3.03K	Hold	30	–	–	﹤0.01%	394
2020 Q4	$2.83K	Hold	30	–	–	﹤0.01%	390
2020 Q3	$2.52K	Hold	30	–	–	﹤0.01%	382
2020 Q2	$2.31K	Hold	30	–	–	﹤0.01%	434
2020 Q1	$1.81K	Hold	30	–	–	﹤0.01%	456
2019 Q4	$2.4K	Buy	+30	New	+$2.29K	﹤0.01%	464

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

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

Global Financial Private Client's IYY Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Dow Jones US ETF (IYY) in Q2 2025, closing a stake of 30 shares — an estimated $4.08K sold.

Global Financial Private Client first reported a position in IYY in Q4 2019 and held it in 22 quarters. The position peaked at $4.29K in Q4 2024. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

Global Financial Private Client reported no remaining iShares Dow Jones US ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 30 iShares Dow Jones US ETF shares in Q2 2025, an estimated $4.08K.
Global Financial Private Client first reported a position in iShares Dow Jones US ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's iShares Dow Jones US ETF position peaked at $4.29K in Q4 2024.
258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.