McIlrath & Eck’s iShares Dow Jones US ETF IYY Stock Holding History

McIlrath & Eck’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 Q1	–	Sell	-147	Closed	-$21K	–	972
2024 Q4	$21K	Sell	147 -16	-10%	-$2.3K	﹤0.01%	476
2024 Q3	$22.8K	Hold	163	–	–	﹤0.01%	454
2024 Q2	$21.6K	Hold	163	–	–	﹤0.01%	434
2024 Q1	$20.9K	Hold	163	–	–	﹤0.01%	448
2023 Q4	$19K	Hold	163	–	–	﹤0.01%	423
2023 Q3	$17K	Sell	163 -27	-14%	-$2.94K	﹤0.01%	434
2023 Q2	$20.6K	Hold	190	–	–	﹤0.01%	414
2023 Q1	$19K	Hold	190	–	–	﹤0.01%	423
2022 Q4	$17.8K	Hold	190	–	–	﹤0.01%	432
2022 Q3	$17K	Hold	190	–	–	﹤0.01%	433
2022 Q2	$18K	Hold	190	–	–	0.01%	403
2022 Q1	$21K	Hold	190	–	–	0.01%	389
2021 Q4	$22K	Hold	190	–	–	0.01%	389
2021 Q3	$20K	Hold	190	–	–	0.01%	392
2021 Q2	$21K	Hold	190	–	–	0.01%	376
2021 Q1	$19K	Hold	190	–	–	0.01%	352
2020 Q4	$18K	Hold	190	–	–	0.01%	318
2020 Q3	$16K	Hold	190	–	–	0.01%	299
2020 Q2	$15K	Hold	190	–	–	0.01%	285
2020 Q1	$12K	Hold	190	–	–	0.01%	274
2019 Q4	$15K	Hold	190	–	–	0.01%	287
2019 Q3	$14K	Hold	190	–	–	0.01%	278
2019 Q2	$13K	Hold	190	–	–	0.01%	276
2019 Q1	$13K	Hold	190	–	–	0.01%	276
2018 Q4	$12K	Hold	190	–	–	0.01%	260
2018 Q3	$14K	Hold	190	–	–	0.01%	253
2018 Q2	$13K	Hold	190	–	–	0.01%	250
2018 Q1	$13K	Hold	190	–	–	0.01%	232
2017 Q4	$13K	Buy	+190	New	+$12.4K	0.01%	243

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SNWA

Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

McIlrath & Eck's IYY Position: Q1 2025 in Review

McIlrath & Eck sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 147 shares — an estimated $21K sold.

McIlrath & Eck first reported a position in IYY in Q4 2017 and held it in 29 quarters. The position peaked at $22.8K in Q3 2024. 252 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

McIlrath & Eck reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
McIlrath & Eck sold 147 iShares Dow Jones US ETF shares in Q1 2025, an estimated $21K.
McIlrath & Eck first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 29 quarters.
McIlrath & Eck's iShares Dow Jones US ETF position peaked at $22.8K in Q3 2024.
252 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.