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HRT Financial’s iShares Dow Jones US ETF IYY Stock Holding History

HRT Financial’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
-1,909
Closed -$266K – 2821
2024
Q3 		$266K Buy
+1,909
New +$257K ﹤0.01% 1849

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

HRT Financial's IYY Position: Q4 2024 in Review

HRT Financial sold out of iShares Dow Jones US ETF (IYY) in Q4 2024, closing a stake of 1,909 shares — an estimated $266K sold.

HRT Financial first reported a position in IYY in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 261 funds tracked by Wall St. Rank hold IYY as of Q4 2024.

  • HRT Financial reported no remaining iShares Dow Jones US ETF position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 1,909 iShares Dow Jones US ETF shares in Q4 2024, an estimated $266K.
  • HRT Financial first reported a position in iShares Dow Jones US ETF in Q3 2024 and held it in 1 quarter.
  • HRT Financial's iShares Dow Jones US ETF position peaked at $266K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.