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

Hexagon Capital Partners’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	-348	Closed	-$47.4K	–	909
2025 Q1	$47.4K	Hold	348	–	–	0.01%	486
2024 Q4	$49.8K	Sell	348 -80	-19%	-$11.5K	0.01%	481
2024 Q3	$59.7K	Hold	428	–	–	0.01%	416
2024 Q2	$56.6K	Hold	428	–	–	0.01%	410
2024 Q1	$54.8K	Hold	428	–	–	0.01%	409
2023 Q4	$49.9K	Sell	428 -5	-1%	-$544	0.01%	420
2023 Q3	$45.2K	Hold	433	–	–	0.01%	393
2023 Q2	$46.9K	Hold	433	–	–	0.01%	376
2023 Q1	$43.3K	Hold	433	–	–	0.01%	384
2022 Q4	$40.5K	Hold	433	–	–	0.01%	402
2022 Q3	$38K	Hold	433	–	–	0.01%	446
2022 Q2	$40K	Hold	433	–	–	0.01%	411
2022 Q1	$48K	Hold	433	–	–	0.01%	377
2021 Q4	$51K	Sell	433 -409	-49%	-$47K	0.01%	364
2021 Q3	$91K	Hold	842	–	–	0.03%	266
2021 Q2	$91K	Sell	842 -64	-7%	-$6.72K	0.03%	257
2021 Q1	$90K	Hold	906	–	–	0.02%	240
2020 Q4	$85K	Hold	906	–	–	0.03%	210
2020 Q3	$74K	Buy	+906	New	+$74.5K	0.02%	209

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

Hexagon Capital Partners's IYY Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Dow Jones US ETF (IYY) in Q2 2025, closing a stake of 348 shares — an estimated $47.4K sold.

Hexagon Capital Partners first reported a position in IYY in Q3 2020 and held it in 19 quarters. The position peaked at $91K in Q3 2021. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Dow Jones US ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 348 iShares Dow Jones US ETF shares in Q2 2025, an estimated $47.4K.
Hexagon Capital Partners first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares Dow Jones US ETF position peaked at $91K in Q3 2021.
258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.