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

Gray Wealth 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
2024 Q4	$263K	Hold	1,841	–	–	0.1%	109
2024 Q3	$257K	Hold	1,841	–	–	0.1%	110
2024 Q2	$244K	Sell	1,841 -25	-1%	-$3.19K	0.11%	114
2024 Q1	$239K	Hold	1,866	–	–	0.11%	118
2023 Q4	$217K	Buy	+1,866	New	+$203K	0.11%	119
2023 Q3	–	Sell	-1,866	Closed	-$202K	–	136
2023 Q2	$202K	Buy	+1,866	New	+$191K	0.1%	129
2022 Q2	–	Sell	-1,876	Closed	-$209K	–	121
2022 Q1	$209K	Hold	1,876	–	–	0.11%	120
2021 Q4	$221K	Hold	1,876	–	–	0.11%	118
2021 Q3	$202K	Sell	1,876 -125	-6%	-$13.9K	0.11%	118
2021 Q2	$216K	Hold	2,001	–	–	0.12%	110
2021 Q1	$200K	Buy	+2,001	New	+$195K	0.13%	107

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Gray Wealth Management's IYY Position: Q4 2024 in Review

Gray Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q4 2024 at 1,841 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #109.

Gray Wealth Management first reported a position in IYY in Q1 2021 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold IYY as of Q4 2024.

Gray Wealth Management held 1,841 shares of iShares Dow Jones US ETF worth $263K as of Q4 2024.
Gray Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q4 2024.
iShares Dow Jones US ETF made up 0.1% of Gray Wealth Management's portfolio in Q4 2024, its #109 holding.
Gray Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2021 and has held it in 11 quarters since.
261 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.