Melfa Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Melfa Wealth Management’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
2026 Q1	$357K	Hold	2,253	–	–	0.21%	106
2025 Q4	$374K	Sell	2,253 -18	-0.8%	-$2.96K	0.22%	108
2025 Q3	$369K	Hold	2,271	–	–	0.22%	109
2025 Q2	$343K	Hold	2,271	–	–	0.22%	115
2025 Q1	$309K	Hold	2,271	–	–	0.21%	117
2024 Q4	$325K	Hold	2,271	–	–	0.22%	114
2024 Q3	$317K	Hold	2,271	–	–	0.21%	117
2024 Q2	$301K	Hold	2,271	–	–	0.21%	116
2024 Q1	$291K	Sell	2,271 -50	-2%	-$6.09K	0.21%	114
2023 Q4	$270K	Hold	2,321	–	–	0.25%	87
2023 Q3	$242K	Hold	2,321	–	–	0.26%	89
2023 Q2	$251K	Hold	2,321	–	–	0.25%	92
2023 Q1	$232K	Hold	2,321	–	–	0.23%	100
2022 Q4	$217K	Buy	+2,321	New	+$218K	0.23%	102

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return