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

Lowe 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
2025
Q3 		$5.31M Sell
32,670
-1,239
-4% -$194K 1.94% 12
2025
Q2 		$5.12M Sell
33,909
-107
-0.3% -$14.9K 2% 11
2025
Q1 		$4.63M Sell
34,016
-199
-0.6% -$28.6K 1.97% 11
2024
Q4 		$4.9M Sell
34,215
-767
-2% -$110K 2.09% 11
2024
Q3 		$4.88M Sell
34,982
-599
-2% -$80.6K 2.1% 11
2024
Q2 		$4.71M Sell
35,581
-577
-2% -$73.6K 2.14% 11
2024
Q1 		$4.63M Sell
36,158
-418
-1% -$50.9K 2.16% 11
2023
Q4 		$4.26M Sell
36,576
-544
-1% -$59.1K 2.11% 11
2023
Q3 		$3.88M Buy
37,120
+512
+1% +$55.7K 2.06% 11
2023
Q2 		$3.97M Sell
36,608
-270
-0.7% -$27.6K 2.01% 10
2023
Q1 		$3.69M Sell
36,878
-1,135
-3% -$111K 1.99% 12
2022
Q4 		$3.55M Sell
38,013
-979
-3% -$92.1K 1.96% 12
2022
Q3 		$3.42M Sell
38,992
-2,190
-5% -$213K 2.01% 10
2022
Q2 		$3.8M Sell
41,182
-712
-2% -$71.5K 2.08% 9
2022
Q1 		$4.67M Sell
41,894
-711
-2% -$78.1K 2.11% 11
2021
Q4 		$5.02M Sell
42,605
-229
-0.5% -$26.3K 2.21% 9
2021
Q3 		$4.62M Sell
42,834
-2,574
-6% -$286K 2.19% 9
2021
Q2 		$4.9M Buy
45,408
+206
+0.5% +$21.6K 2.35% 9
2021
Q1 		$4.51M Sell
45,202
-302
-0.7% -$29.5K 2.27% 10
2020
Q4 		$4.29M Sell
45,504
-1,168
-3% -$104K 2.18% 10
2020
Q3 		$3.89M Sell
46,672
-20,830
-31% -$1.71M 2.16% 12
2020
Q2 		$5.17M Sell
67,502
-2,248
-3% -$162K 3.04% 10
2020
Q1 		$4.4M Sell
69,750
-5,868
-8% -$443K 3.1% 9
2019
Q4 		$6.04M Sell
75,618
-852
-1% -$65.1K 3.35% 9
2019
Q3 		$5.64M Sell
76,470
-5,084
-6% -$374K 3.37% 9
2019
Q2 		$5.96M Sell
81,554
-2,150
-3% -$155K 3.58% 9
2019
Q1 		$5.91M Sell
83,704
-1,172
-1% -$79.6K 3.58% 9
2018
Q4 		$5.28M Sell
84,876
-14,654
-15% -$986K 3.61% 11
2018
Q3 		$7.24M Sell
99,530
-2,134
-2% -$152K 4.28% 6
2018
Q2 		$6.93M Sell
101,664
-1,040
-1% -$70.5K 4.3% 7
2018
Q1 		$6.79M Buy
102,704
+162
+0.2% +$11.1K 4.26% 6
2017
Q4 		$6.85M Buy
102,542
+534
+0.5% +$34.8K 4.17% 6
2017
Q3 		$6.43M Buy
102,008
+452
+0.4% +$27.9K 4.02% 7
2017
Q2 		$6.16M Sell
101,556
-680
-0.7% -$40.9K 3.93% 8
2017
Q1 		$6.04M Sell
102,236
-5,990
-6% -$349K 3.98% 8
2016
Q4 		$6.06M Sell
108,226
-1,462
-1% -$80.1K 4.15% 8
2016
Q3 		$5.95M Sell
109,688
-1,050
-0.9% -$56.8K 4.03% 8
2016
Q2 		$5.79M Buy
110,738
+646
+0.6% +$33.4K 3.89% 8
2016
Q1 		$5.64M Sell
110,092
-71,846
-39% -$3.49M 3.87% 9
2015
Q4 		$9.28M Buy
181,938
+4,672
+3% +$240K 6.31% 4
2015
Q3 		$8.55M Sell
177,266
-680
-0.4% -$34.8K 6.47% 4
2015
Q2 		$9.28M Sell
177,946
-2,574
-1% -$137K 6.28% 4
2015
Q1 		$9.46M Buy
180,520
+1,534
+0.9% +$79.9K 6.43% 4
2014
Q4 		$9.27M Buy
+178,986
New +$9.05M 6.63% 4

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
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lowe Wealth Advisors's IYY Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 3.7% in Q3 2025, selling an estimated $194K and leaving 32,670 shares worth $5.31M. The position accounts for 1.94% of the portfolio, ranked #12.

Lowe Wealth Advisors first reported a position in IYY in Q4 2014 and has held it in 44 quarters since. The position peaked at $9.46M in Q1 2015. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

  • Lowe Wealth Advisors held 32,670 shares of iShares Dow Jones US ETF worth $5.31M as of Q3 2025.
  • Lowe Wealth Advisors sold 1,239 iShares Dow Jones US ETF shares in Q3 2025, an estimated $194K.
  • iShares Dow Jones US ETF made up 1.94% of Lowe Wealth Advisors's portfolio in Q3 2025, its #12 holding.
  • Lowe Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 44 quarters since.
  • Lowe Wealth Advisors's iShares Dow Jones US ETF position peaked at $9.46M in Q1 2015.
  • 262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.