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One Day In July LLC’s iShares Dow Jones US ETF IYY Stock Holding History

One Day In July LLC’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
-1,651
Closed -$268K – 149
2025
Q3 		$268K Hold
1,651
– – 0.02% 119
2025
Q2 		$249K Hold
1,651
– – 0.02% 125
2025
Q1 		$225K Hold
1,651
– – 0.02% 126
2024
Q4 		$236K Sell
1,651
-154
-9% -$22.2K 0.02% 119
2024
Q3 		$252K Buy
1,805
+154
+9% +$20.7K 0.03% 120
2024
Q2 		$218K Hold
1,651
– – 0.03% 122
2024
Q1 		$211K Buy
+1,651
New +$201K 0.03% 126

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

One Day In July LLC's IYY Position: Q4 2025 in Review

One Day In July LLC sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 1,651 shares — an estimated $268K sold.

One Day In July LLC first reported a position in IYY in Q1 2024 and held it in 7 quarters. The position peaked at $268K in Q3 2025. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

  • One Day In July LLC reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
  • One Day In July LLC sold 1,651 iShares Dow Jones US ETF shares in Q4 2025, an estimated $268K.
  • One Day In July LLC first reported a position in iShares Dow Jones US ETF in Q1 2024 and held it in 7 quarters.
  • One Day In July LLC's iShares Dow Jones US ETF position peaked at $268K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on One Day In July LLC's 13F filing for Q4 2025, filed 4 Feb 2026.