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Nilsine Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Nilsine Partners’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
Q4 		– Sell
-17,311
Closed -$2.81M – 414
2025
Q3 		$2.81M Buy
17,311
+316
+2% +$49.4K 0.25% 89
2025
Q2 		$2.56M Buy
16,995
+689
+4% +$96K 0.26% 101
2025
Q1 		$2.22M Buy
16,306
+2,572
+19% +$369K 0.24% 98
2024
Q4 		$1.97M Buy
13,734
+1,654
+14% +$238K 0.21% 107
2024
Q3 		$1.69M Buy
+12,080
New +$1.62M 0.22% 116

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Nilsine Partners's IYY Position: Q4 2025 in Review

Nilsine Partners sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 17,311 shares — an estimated $2.81M sold.

Nilsine Partners first reported a position in IYY in Q3 2024 and held it in 5 quarters. The position peaked at $2.81M in Q3 2025. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

  • Nilsine Partners reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
  • Nilsine Partners sold 17,311 iShares Dow Jones US ETF shares in Q4 2025, an estimated $2.81M.
  • Nilsine Partners first reported a position in iShares Dow Jones US ETF in Q3 2024 and held it in 5 quarters.
  • Nilsine Partners's iShares Dow Jones US ETF position peaked at $2.81M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Nilsine Partners's 13F filing for Q4 2025, filed 15 Jan 2026.