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

McClarren Financial 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
Q2 		– Sell
-136
Closed -$39K – 191
2025
Q1 		$39K Buy
+136
New +$19.5K 0.03% 152
2024
Q4 		– Sell
-139
Closed -$40 – 264
2024
Q3 		$40 Buy
139
+7
+5% +$942 0.01% 130
2024
Q2 		$38K Sell
132
-159
-55% -$20.3K 0.03% 162
2024
Q1 		$38K Buy
291
+1
+0.3% +$122 0.03% 163
2023
Q4 		$34K Buy
290
+3
+1% +$326 0.03% 190
2023
Q3 		$30K Hold
287
– – 0.03% 178
2023
Q2 		$31K Buy
287
+1
+0.3% +$102 0.03% 185
2023
Q1 		$28K Buy
286
+1
+0.4% +$98 0.03% 182
2022
Q4 		$26K Buy
285
+1
+0.4% +$94 0.02% 193
2022
Q3 		$24K Buy
+284
New +$27.7K 0.02% 183
2022
Q2 		– Sell
-282
Closed -$31K – 150
2022
Q1 		$31K Hold
282
– – 0.02% 152
2021
Q4 		$34K Buy
282
+2
+0.7% +$230 0.02% 163
2021
Q3 		$30K Buy
280
+1
+0.4% +$111 0.02% 143
2021
Q2 		$30K Hold
279
– – 0.02% 151
2021
Q1 		$28K Buy
+279
New +$27.2K 0.03% 137

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

McClarren Financial Advisors's IYY Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2025, closing a stake of 136 shares — an estimated $39K sold.

McClarren Financial Advisors first reported a position in IYY in Q1 2021 and held it in 15 quarters. The position peaked at $39K in Q1 2025. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

  • McClarren Financial Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 136 iShares Dow Jones US ETF shares in Q2 2025, an estimated $39K.
  • McClarren Financial Advisors first reported a position in iShares Dow Jones US ETF in Q1 2021 and held it in 15 quarters.
  • McClarren Financial Advisors's iShares Dow Jones US ETF position peaked at $39K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.