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Heritage Oak Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Heritage Oak Wealth Advisors’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 		– Sell
-9,097
Closed -$1.27M – 125
2024
Q3 		$1.27M Buy
+9,097
New +$1.22M 0.59% 40

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's IYY Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2024, closing a stake of 9,097 shares — an estimated $1.27M sold.

Heritage Oak Wealth Advisors first reported a position in IYY in Q3 2024 and held it in 1 quarter. The position peaked at $1.27M in Q3 2024. 261 funds tracked by Wall St. Rank hold IYY as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 9,097 iShares Dow Jones US ETF shares in Q4 2024, an estimated $1.27M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Dow Jones US ETF position peaked at $1.27M in Q3 2024.
  • 261 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.