Mount Yale Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Mount Yale Investment 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	–	Sell	-2,578	Closed	-$389K	–	1149
2025 Q2	$389K	Buy	2,578 +6	+0.2%	+$836	0.03%	393
2025 Q1	$350K	Buy	2,572 +7	+0.3%	+$1K	0.03%	396
2024 Q4	$367K	Buy	+2,565	New	+$369K	0.03%	397
2024 Q3	–	Sell	-2,550	Closed	-$337K	–	580
2024 Q2	$337K	Buy	2,550 +6	+0.2%	+$765	0.03%	410
2024 Q1	$326K	Buy	+2,544	New	+$310K	0.03%	429

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

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mount Yale Investment Advisors's IYY Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q3 2025, closing a stake of 2,578 shares — an estimated $389K sold.

Mount Yale Investment Advisors first reported a position in IYY in Q1 2024 and held it in 5 quarters. The position peaked at $389K in Q2 2025. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,578 iShares Dow Jones US ETF shares in Q3 2025, an estimated $389K.
Mount Yale Investment Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and held it in 5 quarters.
Mount Yale Investment Advisors's iShares Dow Jones US ETF position peaked at $389K in Q2 2025.
262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.